Client Onboarding Specialist
AO Garcia Agency
- Location
- Remote (Oakland, California)
- Employment
- Full-time
- Level
- Entry Level
About the role
AO Garcia Agency is seeking a Client Onboarding Specialist to manage warm leads and map client needs to financial protection options. The role involves running enrollment flows and building a consistent client list within a remote, performance-based environment.
Skills
Perks
- Flexible hours
- Remote Work
- 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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