Remote Client Onboarding Specialist - Growth & Coaching

AO Garcia Agency; United States; À distance; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Remote work

Written process/code of playbook

Coaching from experienced staff

Leadership path

Résumé du poste

AO Garcia Agency is seeking motivated individuals for a remote role that focuses on warm leads and helping clients with financial-protection options. You will be trained, coached, and measured on activity and results.

The work includes taking requested conversations (no cold lists), explaining benefits simply, helping clients enroll when it is a fit, and maintaining a clean follow-up rhythm. Interviews are on Zoom and you’ll receive a written process and ongoing coaching.

Qualifications

• Competitive and coachable mindset.
• Comfortable on camera when talking with clients.
• Able to explain financial-protection options clearly.

Responsabilités

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

Connaissances

Communication skills

On-camera

Coachable

Talk to clients

Description du poste

AO Garcia Agency is seeking motivated individuals for a remote role that focuses on warm leads and helping clients with financial-protection options. You will be trained, coached, and measured on activity and results.

The work includes taking requested conversations (no cold lists), explaining benefits simply, helping clients enroll when it is a fit, and maintaining a clean follow-up rhythm. Interviews are on Zoom and you’ll receive a written process and ongoing coaching.