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Work From Home - Client Onboarding Specialist

AO Garcia Agency

Location
Remote (New Iberia, Louisiana)
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-lead conversations and assist families with income and future protection. The role involves coaching, follow-up, and performance ramp-up within a remote financial services environment.

Skills

Client onboarding Financial services Communication Follow-up Video conferencing Tool proficiency Coaching Lead management

Perks

  • Remote Work
  • Leadership track

Full job details