Remote Client Success & Enrollment Consultant

Aogarciaagency; Kelowna; Remote; CAD 40,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

100% remote

Flexible scheduling

Comprehensive training

Mentorship

Industry tools access

Career growth

Job summary

Aogarciaagency is seeking motivated individuals to join a growing remote team helping clients with information on financial protection and benefits. You will meet virtually with clients, assess needs, and guide enrollment with a focus on service and accuracy.

No prior experience is required as training and mentorship are provided, with unlimited growth potential in a remote, flexible full- or part-time setting.

Qualifications

• No formal experience required; comprehensive training provided.
• Excellent communication and active listening skills.
• Ability to work independently in a remote environment.

Responsibilities

• Meet virtually with clients who have requested information.
• Understand each client's needs and explain available benefit options.
• Guide clients through the enrollment process with professionalism and care.
• Build lasting relationships through exceptional customer service.
• Maintain accurate client records and follow up as needed.

Skills

Self-motivation

Communication

Interpersonal skills

Remote work

Job description

Aogarciaagency is seeking motivated individuals to join a growing remote team helping clients with information on financial protection and benefits. You will meet virtually with clients, assess needs, and guide enrollment with a focus on service and accuracy.

No prior experience is required as training and mentorship are provided, with unlimited growth potential in a remote, flexible full- or part-time setting.