Part-Time Client Onboarding Representative - Remote

AO Garcia Agency; Lehi (UT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from seasoned reps

Leadership path for top performers

Job summary

AO Garcia Agency is hiring for a remote client engagement role. You will talk with people who requested help on financial-protection options, following a written process and systemized workflow. Training, coaching, and clear metrics are provided to support performance.

Ideal candidates are competitive, coachable, and comfortable on camera, with interviews conducted via Zoom. This is a remote, performance-driven position with growth potential for high performers.

Qualifications

• Experience in sales or client communication is a plus.
• Comfortable on camera and able to follow a scripted process.

Responsibilities

• Take requested conversations from warm leads.
• Explain benefit options simply to clients.
• Assist clients in enrolling when appropriate.
• Maintain a clean follow-up rhythm.

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.