Remote Client Success & Onboarding Specialist

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Job summary

AO Garcia Agency is seeking motivated self-starters for a remote sales career focused on financial-protection options. You will talk with warm leads, explain benefits simply, and enroll clients when it fits. Interviews are on Zoom; you’ll be coached and measured on activity and results.

Join a team that provides a written process, coaching from experienced professionals, and a path into leadership for high performers who deliver results.

Qualifications

• Must be comfortable speaking with clients.
• Must follow a written sales process.
• Interviews are conducted on Zoom.

Responsibilities

• Take requested conversations with warm leads.
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm.

Skills

Communication

On-camera

Coachable

Remote work

Job description

AO Garcia Agency is seeking motivated self-starters for a remote sales career focused on financial-protection options. You will talk with warm leads, explain benefits simply, and enroll clients when it fits. Interviews are on Zoom; you’ll be coached and measured on activity and results.

Join a team that provides a written process, coaching from experienced professionals, and a path into leadership for high performers who deliver results.