Client Onboarding Specialist
AO Garcia Agency
- Location
- Remote (Dover, New Hampshire)
- Employment
- Full-time
- Level
- Entry Level
About the role
AO Garcia Agency is seeking a Client Onboarding Specialist to manage warm leads and assist families with income protection and future planning. The role involves conducting onboarding conversations and participating in coaching sessions to ramp up performance within a remote financial services environment.
Skills
Perks
- Remote Work
Full job details
Stop hunting strangers. Start talking to people who already raised a hand.
Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.
Why this is different
1. The work has a point — families protecting income and future.
2. Home base. No office required.
3. You are trained before you are expected to perform.
4. Your pipeline is warm leads.
5. High performers get a leadership track.
We hire for
• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client
Apply now. Zoom interview.
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