Part-Time Client Onboarding Representative - Remote

Aogarciaagency; Saint Paul (MN); Remote; USD 45,000 - 60,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced staff

Leadership path

Job summary

Aogarciaagency offers a remote career with upside for motivated individuals. You will work with warm leads who have requested information on financial-protection options. You will be trained, coached, and measured on activity and results.

Expect to discuss benefits options clearly, help clients enroll when suitable, and maintain a disciplined follow-up rhythm. Interviews are conducted on Zoom and coaching comes from experienced teams, with a path into leadership for high performers.

Qualifications

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

Responsibilities

• Take requested conversations with warm leads.
• Explain benefit options to clients clearly and simply.
• Assist clients in enrolling when appropriate.
• Maintain a consistent follow-up rhythm with prospects.

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.