Posted 3 days ago
Work From Home - Part-Time Client Onboarding Specialist
@ AO Garcia Agency
Burnaby, British Columbia
Overview
AO Garcia Agency is hiring a part-time remote client onboarding specialist in financial services. The role involves speaking with people who requested information, matching their needs to protection options, running a simple enrollment flow, and building a client list. The posting states flexible hours, pre-qualified warm leads, step-by-step onboarding and ongoing mentorship, with a short Zoom overview as the next step.
Responsibilities:
- Speak with people who requested information
- Map needs to available protection options
- Run a simple enrollment flow
- Build and service a client list
Requirements summary:
- Competitive and willing to be coached
- Self-starter who likes helping families
- Able to handle a performance environment
- Accepts feedback
Tools & skills
Source and dates
Employer career site / ATS feed · lever
- Employer posting date
- 2026-11-03
- First seen by our source
- 2026-11-03
- Source record updated
- 2026-11-03
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Sales |
| Travel | air: none · ground: none |
| Work setting | Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Perks mentioned | Flexible hours |
Summary and details written by AI from the posting; the employer’s posting is the authority.
AO Garcia Agency
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
- Other recorded names
- AO Garcia Agency
| Field | Value |
|---|---|
| Open jobs on Jobsy | 169 |
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.
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