Work From Home - Client Onboarding Specialist [Remote]
aogarciaagency
Oakland, CA
- Remote job
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.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Work From Home - Client Onboarding Specialist [Remote] in Oakland, CA vacancy
- ...options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process — not vague “help people.” 2. Work from home. 3. A growth path if the numbers and the attitude are there. 4. Coaching instead of sink-or-swim. 5. Honest conversations...Work from homeFull timeRemote workFlexible hours
- ...remote career with upside — not another dead-end job. This seat works warm leads. You talk with people who already requested help on... ...conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm You...Work from homePart timeRemote work
- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Full-time or part-time options • No cold calling • Written training plus live coaching • Advancement for people who...Work from homeFull timePart timeRemote work
- ...with no conversations, it will not. Daily work • Speak with people who asked for information... ...simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step onboarding • Remote tools • Flexible hours •...Work from homePart timeRemote workFlexible hours
- ...while you ramp. Why this is different 1. The work has a point — families protecting income and future. 2. Home base. No office required. 3. You are trained... ...video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview. \n\nWork from homeFull timeWork at officeRemote work
- ...No cold calling • Qualified-interest pipeline • Performance-based advancement • Full training • Current tech stack • Work from home Traits that work here Driven. Trainable. Dependable. Comfortable competing. Fine with a camera. If that is your default...Work from homeFull timeRemote work
- ...virtual consultant in Wahpeton, ND. The role focuses on assessing client needs, presenting options, and maintaining the client... ...and a pipeline of qualified prospects. The position supports a work-from-home setup and offers opportunities for performance-based advancement...Work from homeRemote work
AO Globe Life
United States1 day ago - ...Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why people stay 1. Control of the calendar. Full-time...Work from homeFull timePart timeFlexible hours
- AO Globe Life in Fort Worth offers a remote position focused on warmth and guidance. Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. You’ll be part of a process-oriented team that trains you step-by-step and supports...Work from homeRemote job
- A leading financial services firm is looking for a Bookkeeping Relations Specialist to work from home. This role supports clients through onboarding while managing their bookkeeping and tax service inquiries. Ideal candidates will have 3+ years in client service and bookkeeping...Work from homeRemote job
- AO Globe Life is seeking individuals to work from home, handling warm leads with families and learning a simple system. The role offers full-time or part-time options and a written training plus live coaching program. No cold calling is required, and advancement is possible...Work from homeRemote jobFull timePart time
- AO Globe Life is seeking a remote position where you work from home, engage with families through warm leads, learn a system, and steadily build your book. The role offers flexible options (full-time or part-time), no cold calling, and a structured program with written...Work from homeRemote jobFull timePart timeFlexible hours
- AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the... ...offers full training, a current tech stack, and the ability to work from home, avoiding cold calls while focusing on qualified opportunities...Work from homeRemote job
- AO Globe Life is seeking candidates to work from home with families, following a simple system to build a book. You will engage with warm leads, attend web-conference meetings from home, and receive written training plus live coaching. The role offers either full-time...Work from homeRemote jobFull timePart time
- ...is seeking a remote financial-services professional. You'll work from home with a structured day, handling warm-lead conversations and coaching... ...learning, a professional video presence, and respect for clients. High performers can pursue a leadership track, and there is...Work from homeRemote jobWork at officeFlexible hours
$40 - $43 per hour
...Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration... ...ago Floral Park, NY $50,000.00-$55,000.00 6 days ago Work From Home - Client Benefits Specialist New York City...Work from homeContract workWorldwide- ...process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with leads and qualified prospects, finalize... ...01k, and paid time off Fully remote, work-from-home flexibility Supportive leadership and...Work from homeRemote work
$110k - $140k
...Senior Client Onboarding Specialist Loomis Sayles is a performance-driven active asset management company... ...institutional separate accounts. Working directly with clients and their... ...hybrid schedule with two days work from home and three days work from office. Loomis...Work from homeContract workWork at officeLocal areaWorldwide$50.3k - $69.13k
...transform their own. We have a flexible work environment, and fluid career paths.... ...financial freedom. Empower Yourself. The Client Onboarding Specialist works directly with Empower's... ...connection as well as a place in your home to work with limited disruption. You must...Work from home16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork visaFlexible hours- AO Globe Life is seeking a home-based client role for candidates who want a flexible schedule and a clear performance scoreboard. You will run video meetings with warm leads, build a growing book of business, and rely on our process and coaching to succeed. If you are self...Work from homeRemote jobFull timePart timeFlexible hours
- AO Globe Life is seeking a home-based role with a flexible schedule and the option for full-time or part-time work. Meetings are conducted via Zoom, and you’ll work warm leads to build a personal client portfolio. The company provides the process and coaching; you provide...Work from homeRemote jobFull timePart timeFlexible hours
- AO Globe Life is seeking a home-based client role offering flexible scheduling. You will conduct video meetings, work with warm leads, and build a client book with provided process and coaching. The role emphasizes discipline, timely follow-through, and a drive to grow...Work from homeRemote jobFull timePart timeFlexible hours
$27 per hour
...accessible and convenient for our clients. We are seeking a detail-... ...team as a Recruiting and Onboarding Specialist. The Recruiting and... ...hires. This individual will work closely with candidates, new... ...Compensation: $27/hour • Work from home • Full time Physical...Work from homeFull timeWork at officeRemote workTALK NYC
United States1 day ago- ...P.C. (LOBEJ) is hiring an Onboarding and Intake Specialist. You are the first real conversation a prospective client has with the firm, and your... ...help design how onboarding works here, not just run it What... ...Paid time off Work from home Work Location: Hybrid remote...Work from homeFull timeWork at officeRemote workMonday to Friday
The Law Office of Barry E. Janay, P.C.
Livingston, NJ22 hours ago - Google is seeking an Online Remote Career Specialist to source, screen, and onboard candidates for roles across the United States. This remote role... ...systems, and contribute to diversity and inclusion initiatives while working from a home office. #J-18808-Ljbffr MaziCToolsWork from homeRemote jobHome office
$56k - $83k
...Careerscape is recruiting on behalf of our client for a Remote Onboarding Specialist to join a growing New York-based team. This is a great... ...if you are organized, personable, comfortable working independently from home, and enjoy turning a complicated process into a...Work from homeWork at officeRemote workHome officeFlexible hoursCareerscape
United States2 days ago- ...Our partner is looking for a Customer Onboarding Specialist based in United States. Are you passionate... ...verification and final approval. Working closely with Compliance, Sales,... ...Anywhere, provided you have a professional home-working setup. ~ International Exposure...Work from homeWork at officeRemote work
Jobgether
United States4 days ago $70.32k - $105.48k
...are built on trust. That our lives and our work matter. These beliefs launched our company... ...to deliver financial security to help our clients live their best lives by choice. A key... ...is at the forefront of working across the home office and sales force as one team to achieve...Work from homeFull timeWork at officeHome officeNorthwestern Mutual
Milwaukee, WI1 day ago$35 - $38 per hour
...candidate to support the Financing Solutions Onboarding team. This individual will provide onboarding support throughout the client onboarding lifecycle, assisting with... ...coordination. The successful candidate will work closely with Front Office, Operations, Credit...Hourly payFull timeWork at officeLocal areaFlexible hoursAditi Consulting
Boston, MA22 hours ago- ...AI Acquisition is seeking a Client Onboarding Concierge to help new customers move through the first steps of their journey. This hands-on, client-facing role emphasizes phone communication, quick responses, and consistent follow-up. You will welcome customers, help...Remote work
AI Acquisition
United States2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Work From Home - Client Onboarding Specialist [Remote]. Be the first to apply!
Related searches
- insurance customer service advisor Oakland, CA
- customer success associate Oakland, CA
- manufacturing customer service representative Oakland, CA
- customer service attendant Oakland, CA
- client service consultant Oakland, CA
- customer associate Oakland, CA
- customer support specialist Oakland, CA
- customer service officer Oakland, CA
- customer service rep remote Oakland, CA
- inbound customer service representatives Oakland, CA