Remote Client Onboarding & Growth Specialist

AO Garcia Agency; Oregon; Hybrid; USD 25,000 - 39,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced staff

Leadership path

Job summary

AO Garcia Agency is seeking motivated people for a remote career with upside. You will work with warm leads, discuss financial‑protection options, and be trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining benefit options clearly, helping clients enroll when it is a fit, and maintaining a clean follow‑up rhythm. Interviews are conducted on Zoom.

Responsibilities

• Take requested conversations
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

AO Garcia Agency is seeking motivated people for a remote career with upside. You will work with warm leads, discuss financial‑protection options, and be trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining benefit options clearly, helping clients enroll when it is a fit, and maintaining a clean follow‑up rhythm. Interviews are conducted on Zoom.