Client Onboarding Specialist
AO Garcia Agency
- Location
- Remote (Juneau, Alaska)
- Employment
- Full-time
- Level
- Entry Level
About the role
AO Garcia Agency is seeking a Client Onboarding Specialist to manage warm leads and guide clients through enrollment processes in the financial services sector. The role focuses on identifying client needs and mapping them to appropriate protection options.
Skills
Perks
- Remote Work
- Flexible Hours
- Mentorship
Full job details
This is a remote financial-services seat built around warm leads and a training system.
If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.
Daily work
• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list
Provided
• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship
Good fit
Self-starters who like helping families and can handle a performance environment.
Bad fit
Anyone who will not take feedback or needs a manager in the room.
Next step is a short Zoom overview. Apply to book it.
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