Remote Client Onboarding Specialist — Growth & Leadership

AO Garcia Agency; Oregon; Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced staff

Path into leadership

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with clients who requested help on financial-protection options, using a proven process rather than cold outreach. This is a remote role with Zoom interviews and a structured workflow.

You will be coached and measured on activity and results, with support from people who have done the work. If you are competitive, coachable, and comfortable on camera, this position offers a path into leadership for

Qualifications

• Competitive, coachable, and comfortable on camera.

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

Comfortable on camera

Competitive

Coachable

Remote work mindset

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with clients who requested help on financial-protection options, using a proven process rather than cold outreach. This is a remote role with Zoom interviews and a structured workflow.

You will be coached and measured on activity and results, with support from people who have done the work. If you are competitive, coachable, and comfortable on camera, this position offers a path into leadership for