Part-Time Client Onboarding Representative - Remote

AO Garcia Agency; Augusta (ME); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship to enroll and support clients who asked for guidance.

You’ll join a collaborative environment that values real-life schedule balance, ongoing training, and leaders who stay involved. The portfolio you serve will be long-term and meaningful for families.

Qualifications

• Clear, human communication.
• Ability to work without supervision.
• Willingness to follow a proven process.
• Interest in benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Provide ongoing support for client needs and questions.

Skills

Clear communication

Self-discipline

Process openness

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"