Remote Client Onboarding Specialist — Coaching & Growth

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

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.