# Client Onboarding Specialist - Remote at AO Garcia Agency

Client Onboarding Specialist - Remote at AO Garcia Agency in Lee's Summit, Missouri. Remote. Posted November 3, 2026.

- Company: AO Garcia Agency
- Location: Lee's Summit, Missouri
- Workplace: Remote
- Posted: 2026-11-03
- Apply: https://jobs.lever.co/aogarciaagency/271e3a68-6586-4e41-ada8-8daa36a24cb3/apply
- Source: https://jobmagic.ai/jobs/client-onboarding-specialist-remote-ao-garcia-agency-4p82ew

## Description

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 fitSelf-starters who like helping families and can handle a performance environment.
Bad fitAnyone who will not take feedback or needs a manager in the room.Next step is a short Zoom overview. Apply to book it.