Skip to content
CSM Jobs

Client Onboarding Specialist

AO Garcia Agency

Location
Remote (Gulfport, Mississippi)
Employment
Full-time
Level
Entry Level
Posted 1 day ago

About the role

AO Garcia Agency is seeking a Client Onboarding Specialist to manage warm leads and conduct onboarding conversations within the financial services sector. The role focuses on helping families protect their income and future through structured, coaching-supported work.

Skills

Client onboarding Financial services Lead follow-up Video communication Fast learning Coaching Customer service

Perks

  • Remote Work
  • Leadership track
  • Training provided

Full job details