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CSM Jobs

Part-Time Client Onboarding Specialist

AO Garcia Agency

Location
Remote (Murfreesboro, Tennessee)
Employment
Part-time
Level
Entry Level
Posted 1 week ago

About the role

AO Garcia Agency is seeking a Client Onboarding Specialist to conduct warm-lead conversations with clients in the financial services sector. The role focuses on assisting families with income and future protection while providing structured training and coaching.

Skills

Client Onboarding Communication Follow-up Video Conferencing Fast Learning Financial Services

Perks

  • Remote Work

Full job details