At-Home Client Enrollment Specialist

AO Garcia Agency; Council Bluffs (IA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. The role is performed from home with full training and ongoing support.

You will handle admin tasks such as notes, appointments, and CRM hygiene, and you will work within a qualified-interest pipeline with performance-based advancement.

Responsibilities

• Assess client needs and present options.
• Nurture the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

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-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.