New Member Onboarding Specialist - Remote
AO Garcia Agency
- Location
- Remote (Hoover, Alabama)
- Employment
- Full-time
- Level
- Entry Level
About the Role
AO Garcia Agency is seeking a New Member Onboarding Specialist to manage enrollment processes and build client relationships using provided warm leads and remote tools. The role focuses on mapping client needs to financial protection options within a performance-driven environment.
Skills
Perks
- Flexible hours
- Remote Work
- Ongoing 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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