Remote - Client Onboarding Specialist

AO Garcia Agency; United States; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced leaders

Growth path to leadership

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with warm leads who requested information on financial-protection options, following a structured process, with coaching and measurable results. Interviews are conducted on Zoom, offering a path into leadership for the right candidate.

Ideal candidates are coachable, competitive, and comfortable on camera, and can thrive without constant supervision while building client relationships remotely.

Qualifications

• Motivated and results-driven.
• Comfortable discussing financial-protection options.
• Experienced with remote client conversations.

Responsibilities

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

Skills

Competitive mindset

Coachable

Comfortable on camera

Tools

Zoom

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?

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.