Work From Home - Part-Time Client Onboarding Specialist

AO Garcia Agency; United States; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Written process/code of playbook

Coaching from experienced staff

Leadership path

Job summary

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.

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

Communication skills

On-camera

Coachable

Talk to clients

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

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

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into Leadership?

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.