Client Onboarding Coordinator - Remote

Summary

AO - Anebo (A-Team) Agency is seeking a Client Onboarding Coordinator to support clients exploring financial-protection options. The role involves handling warm leads, explaining benefit options, assisting with enrollment, and maintaining consistent follow-up while working remotely with coaching and performance measurement.

Responsibilities

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

Skills

• You are competitive
• Coachable
• Comfortable on camera

Qualifications

Must Haves

• you are competitive
• coachable
• comfortable on camera

Benefits

• 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