Part-Time Client Onboarding Representative - Remote

AO Garcia Agency; Henderson (NV); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote enrollment specialist to guide families through information gathering and protection options with a structured training system. This is a remote seat-based role built around warm leads and ongoing mentorship.

Daily work includes speaking with interested individuals, mapping needs to protection options, running enrollment flows, and building a serviced client list. Flexible hours and remote tools support performance in a coaching environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Able to take feedback and improve iteratively.
• Strong verbal and written communication with high empathy.],
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Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Self-starter

Coachable

Communication skills

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.