Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Onboarding Specialist - Remote

AO Garcia Agency

Looking for motivated people who want a remote career with upside — not another dead‑end job.

This seat works warm leads. You talk with people who already requested help on financial‑protection options. You are trained, coached, and measured on activity and results.

The work

  • Take requested conversations — no cold lists
  • Explain benefit options simply
  • Help clients enroll when it is a fit
  • Keep a clean follow‑up rhythm

You get

  • Remote work
  • A written process so you are not inventing the job
  • Coaching from people who have done the work
  • A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.

#J-18808-Ljbffr
Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Client Onboarding Specialist - Remote in Hilo, HI vacancy
  •  ...Remote seat on a team that helps families understand and set up protection 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... 
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    Horace, ND
    2 days ago
  •  ...Remote seat on a team that helps families understand and set up protection 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... 
    Remote work
    Full time
    Work from home
    Flexible hours

    AO Garcia Agency

    Remote
    5 days ago
  •  ...Looking for motivated people who want a remote career with upside — not another dead-end job. This seat works warm leads. You talk...  ...conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm... 
    Remote work
    Part time
    Work from home

    AO Garcia Agency

    Remote
    2 days ago
  • 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 lead...
    Remote work
    Full time
    Part time
    Work from home

    AO Garcia Agency

    Remote
    4 days ago
  •  ...strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations...  ...• On-time follow-up • Clean video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview. \n\n
    Remote work
    Full time
    Work at office
    Work from home

    AO Garcia Agency

    Remote
    6 days 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... 
    Remote work
    Full time
    Part time
    Work from home
    Flexible hours

    AO Garcia Agency

    Remote
    9 days ago
  •  ...This is a remote financial-services seat built around warm leads and a training system. If you...  ...simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step onboarding • Remote tools • Flexible hours • Ongoing... 
    Remote work
    Part time
    Work from home
    Flexible hours

    AO Garcia Agency

    Remote
    8 days ago
  • Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat • No cold calling • Qualified-interest pipeline • Performance-...
    Remote work
    Full time
    Work from home

    AO Garcia Agency

    Remote
    7 days ago
  •  ...AO Garcia Agency is seeking motivated individuals for a remote career focused on warm leads. You will engage with people who have already...  ...requested conversations, explain benefit options clearly, help clients enroll when it is a fit, and maintain a disciplined follow-up... 
    Remote work

    AO Garcia Agency

    United States
    2 days ago
  •  ...AO Globe Life is seeking a Remote Client Onboarding Associate to guide new clients through the initial steps of their service experience from home. This entry-level position emphasizes clear communication, a client-focused approach, and quick learning of processes in... 
    Remote work

    AO Globe Life

    United States
    4 days ago
  •  ...Grand Valley State University seeks a part-time Centralized Client Onboarding Specialist to serve as the front door for the Michigan SBDC,...  ...guiding them through a standardized onboarding process. This remote, hourly position is limited to 29 hours per week with a 1-... 
    Remote work
    Hourly pay
    Part time

    Grand Valley State University

    United States
    1 day ago
  •  ...interviews only. The day involves meetings, plain-language explanations, follow-ups, notes, and scheduling, with clear pathways for advancement for high performers. This role offers flexibility with full-time or part-time options and remote collaboration. #J-18808-Ljbffr... 
    Remote work
    Full time
    Part time
    Work from home

    AO Globe Life

    Cumberland, RI
    1 day ago
  •  ...Broadridge is seeking an experienced Client Success Representative to join our Onboarding Team. You will become the primary contact for assigned clients, managing onboarding from start to finish and ensuring satisfaction with our platform. You will train clients and... 
    Remote work

    Broadridge

    United States
    4 days ago
  •  ...AO Globe Life is seeking a remote team member to help families understand and set up protection options. This position offers work-from-home flexibility and a mentorship-focused environment with clear expectations, enabling you to contribute meaningfully from anywhere... 
    Remote work
    Work from home

    AO Globe Life

    Jackson, MS
    8 hours ago
  •  ...Remote Jobs is seeking a home-based client role offering a flexible schedule and the potential for full-time or part-time engagement. You will run video meetings, work warm leads, and build a book. The company provides the process and coaching, while you contribute work... 
    Remote work
    Full time
    Part time
    Work from home
    Flexible hours

    Remote Jobs

    El Paso, TX
    3 days ago
  •  ...AO Globe Life is seeking new team members for a fully remote, commission-based opportunity. This role welcomes graduates in business, marketing, or communications and emphasizes inbound client interest, mentorship, and ongoing training. You will build lasting relationships... 
    Remote work
    For contractors

    Ail

    Austin, TX
    4 days ago
  •  ...Broadridge is seeking an experienced Client Success Representative to join the Onboarding Team. You will build strong client relationships, guide new customers through onboarding, and ensure satisfaction with our Platform.Strong communication, attention to detail, time... 
    Remote work

    Broadridge

    Baton Rouge, LA
    2 days ago
  •  ...AO Globe Life is seeking a remote, independent contractor to join a mission-driven team focused on helping clients with supplemental benefits. This role suits recent graduates in business or communications, with a genuine interest in service and relationship building.... 
    Remote work
    For contractors

    Ail

    United States
    3 days ago
  •  ...SimplyInsured is hiring a Client Outreach Coordinator to support our Client Operations team...  ...annual renewals, and ensure a high-satisfaction onboarding experience across phone, text, and email channels. This role is fully remote and rewards a proactive, empathetic... 
    Remote work

    SimplyInsured

    United States
    8 hours ago
  • 700Credit is seeking a Client Success Onboarding Specialist to join our team from Florida or Georgia. You will manage the implementation and training of our solutions for new and existing clients, ensuring on-time delivery and high customer satisfaction. As the primary... 
    Remote work

    Open Dealer Exchange

    Tallahassee, FL
    3 days ago
  •  ...AO Globe Life is seeking a remote financial-services professional. You’ll work from home with a structured day, handling warm-lead conversations...  ...fast learning, a professional video presence, and respect for clients. High performers can pursue a leadership track, and there is no... 
    Remote work
    Work at office
    Work from home
    Flexible hours

    AO Globe Life

    Dover, NH
    8 hours ago
  •  ...AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial...  ...scheduling appointments, and CRM hygiene, with full training. This is a remote position, suitable for a candidate who thrives in a home-office... 
    Remote work
    Home office

    AO Globe Life

    United States
    4 days ago
  •  ...MedHQ, LLC is seeking a Remote RCM Client Integration Specialist to coordinate onboarding and go-live for new RCM clients. You will bridge client needs with RCM leadership, operations, IT, training, and internal teams to ensure timely, milestone-based implementation and... 
    Remote work

    MedHQ

    United States
    4 days ago
  • $60k

     ...reputable financial services company is seeking a Bookkeeping Relations Specialist to serve as the primary contact for clients. This fully remote role involves guiding clients through onboarding, managing communications, and supporting their understanding of accounting... 
    Remote work
    Flexible hours

    Guidant Financial

    Caldwell, ID
    1 day ago
  •  ...AO Globe Life is offering a remote financial-services seat built around warm leads and a training system....  ...simple enrollment flow, and building and servicing a client list. Provided: pre-qualified warm leads, onboarding, remote tools, flexible hours, ongoing mentorship.... 
    Remote work
    Flexible hours

    AO Globe Life

    Cedar Rapids, IA
    8 hours ago
  •  ...Strive Pharmacy is seeking a Client Implementation Specialist for a fully remote role in the United States. You will guide new clients through onboarding, lead technical setups, and manage timelines, ensuring a smooth transition to active use. Strong project management... 
    Remote work

    Strive Pharmacy

    United States
    4 days ago
  • $80k - $100k

     ...seeking new team members to join a fully remote, mission-driven team that puts people...  ...environment. Complete training, inbound client interest, and ongoing mentorship make it...  ...by state and will be reviewed with candidates during the hiring and onboarding process.... 
    Remote work
    Hourly pay
    Weekly pay
    Full time
    For contractors
    Flexible hours

    AIL

    Remote
    8 days ago
  •  ...AO Globe Life is seeking teammates for a remote role on a team that helps families understand and set up protection options. The position emphasizes flexible hours, mentorship, and a supportive culture focused on guidance and clarity. We offer coaching over sink-or... 
    Remote work
    Flexible hours

    AO Globe Life

    Horace, ND
    8 hours ago
  •  ...AO Globe Life is seeking a remote financial-services professional to engage with warm leads and guide families through protection options...  ...-term career. We offer pre-qualified leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. You... 
    Remote work
    Flexible hours

    AO Globe Life

    United States
    8 hours ago
  • $80k - $100k

    Looking for a remote career with real purpose? AO Globe Life is hiring to join our mission...  ...role. Backed by full training, inbound client interest, and a dedicated mentorship...  ...by state and will be reviewed with candidates during the hiring and onboarding process.... 
    Remote work
    Hourly pay
    Weekly pay
    Full time
    For contractors
    Immediate start
    Flexible hours

    AIL

    Remote
    13 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Onboarding Specialist - Remote. Be the first to apply!