Part-Time Client Onboarding Representative - Remote

AO Garcia Agency; Rochester Hills (MI); Remoto; USD 40.000 - 70.000; Tempo pieno

Descrizione del lavoro

AO Garcia Agency is seeking a remote financial-services representative to engage warm leads and guide clients through the initial onboarding process. Workdays are structured, with coaching provided during ramp-up; top performers have a leadership path and no office is required.

This remote role emphasizes high-quality client interactions, disciplined follow-up, and the ability to learn new tools quickly while delivering value to families seeking financial protection.

Mansioni

• Engage warm leads for remote financial-services conversations.
• Structure daily workflow and provide coaching during ramp-up.
• Maintain prompt follow-ups and accurate lead tracking.
• Support clients with clear, professional communication while working remotely.

Conoscenze

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Descrizione del lavoro

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client