New Member Onboarding Specialist - Remote
AO Garcia Agency
- Location
- Remote (Ames, Iowa)
- Employment
- Full-time
- Level
- Entry Level
About the role
AO Garcia Agency seeks a New Member Onboarding Specialist to enroll and support clients within a financial services framework. The role involves conducting web presentations and managing a client portfolio while receiving ongoing mentorship.
Skills
Perks
- Remote Work
- Mentorship
- Flexible schedule
Full job details
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.
The deal
1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving — not a stack of one-off calls.
Requirements
• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”
Apply today. We outline the role on Zoom so you can decide if it is actually a fit.
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