Remote Client Onboarding & Success Specialist

AO Garcia Agency; Warner Robins (GA); Remote; USD 52,000 - 90,000; Full time

Job summary

AO Garcia Agency is looking for a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, and given tools and mentorship.

You’ll deliver web presentations, train clients, and build relationships with families, while enjoying a schedule you can build around real life and ongoing leadership involvement.

Qualifications

• Clear and human communication
• Self-discipline with no supervisor in the hallway
• Willingness to follow a proven process
• Interest in benefits conversations, not only sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Work with a growing team and mentors
• Deliver Web presentations to clients
• Help families with benefit-related questions and guidance

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversation interest

Job description

AO Garcia Agency is looking for a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, and given tools and mentorship.

You’ll deliver web presentations, train clients, and build relationships with families, while enjoying a schedule you can build around real life and ongoing leadership involvement.