Remote Client Onboarding Specialist

AO Garcia Agency; Augusta (ME); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship to enroll and support clients who asked for guidance.

You’ll join a collaborative environment that values real-life schedule balance, ongoing training, and leaders who stay involved. The portfolio you serve will be long-term and meaningful for families.

Qualifications

• Clear, human communication.
• Ability to work without supervision.
• Willingness to follow a proven process.
• Interest in benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Provide ongoing support for client needs and questions.

Skills

Clear communication

Self-discipline

Process openness

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools and mentorship to enroll and support clients who asked for guidance.

You’ll join a collaborative environment that values real-life schedule balance, ongoing training, and leaders who stay involved. The portfolio you serve will be long-term and meaningful for families.