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Part-Time Client Onboarding Specialist

AO Garcia Agency

Location
Remote (Baton Rouge, Louisiana)
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 and provide financial services to families. The role focuses on protecting income and future through structured, remote client interactions.

Skills

Client onboarding Communication Time management Video conferencing Fast learning Lead follow-up

Perks

  • Remote Work
  • Training provided
  • Leadership track

Full job details