Remote Client Onboarding Specialist - Coaching Growth Path

AO Garcia Agency; United States; Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

A written process so you are notinvent

Coaching from people who have done the

A path into Leadership?

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career focused on warm leads. You will engage with people who have already requested information on financial-protection options and will be trained, coached, and measured on activity and outcomes.

In this role, you take requested conversations, explain benefit options clearly, help clients enroll when it is a fit, and maintain a disciplined follow-up rhythm.

Qualifications

• Motivated individuals seeking a remote career with upside.
• Experience communicating with clients about financial-protection options is a plus.
• Strong focus on activity, results, and consistent follow-up.

Responsibilities

• Take requested conversations with warm leads (no cold lists).
• Explain benefit options clearly and simply.
• Help clients enroll when it fits their needs.
• Maintain a clean follow-up rhythm with prospects.

Skills

Competitive mindset

Coachability

Comfortable on camera

Job description

AO Garcia Agency is seeking motivated individuals for a remote career focused on warm leads. You will engage with people who have already requested information on financial-protection options and will be trained, coached, and measured on activity and outcomes.

In this role, you take requested conversations, explain benefit options clearly, help clients enroll when it is a fit, and maintain a disciplined follow-up rhythm.