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CSM Jobs

New Member Onboarding Specialist - Remote

AO Garcia Agency

Location
Remote (Rochester, New Hampshire)
Employment
Full-time
Level
Entry Level
Posted 2 days ago

About the role

AO Garcia Agency is seeking a New Member Onboarding Specialist to manage warm leads and conduct onboarding conversations for financial services clients. The role focuses on providing structured support and coaching to help families protect their income and future.

Skills

Communication Follow-up Video conferencing Fast learning Client relations Coaching Financial services

Perks

  • Remote Work

Full job details