New Member Onboarding Specialist - Remote
AO Garcia Agency
- Location
- Remote (Grants Pass, Oregon)
- Employment
- Full-time
- Level
- Entry Level
About the role
AO Garcia Agency is seeking a New Member Onboarding Specialist to enroll and support clients in a fully remote financial services role. The position focuses on building and maintaining an ongoing client portfolio through web presentations and clear communication.
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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