Part-Time Client Onboarding Representative - Remote

AO Garcia Agency; East Orange (NJ); Remote; USD 42,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who ask for guidance, using a proven process and tools provided.

You’ll join a growing team with mentorship, training, and flexible scheduling designed to fit real life, while delivering meaningful help to families.

Qualifications

• Clear and humane communication is essential.
• Ability to work without direct supervision.
• Comfort discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Operate in a client-facing remote setup with autonomy.
• Engage in benefits discussions to help families make informed choices.

Skills

Clear communication

Self-discipline

Process adherence

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”