At-Home Client Enrollment Specialist

AO Garcia Agency; Pittsburgh (Allegheny County); À distance; USD 60 000 - 80 000; Plein temps

Résumé du poste

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, working with a growing team, with access to mentorship and tools to succeed.

You will build a schedule that fits real life, deliver clear, human communication, and follow a proven process to help families make informed financial decisions while maintaining a strong client focus and integrity.

Qualifications

• Clear, human communication is essential for client guidance and enrollment.
• Ability to work independently with minimal supervision in a remote setting.
• Willingness to follow a proven process and adapt to established workflows.
• Interest in discussing benefits as part of client conversations, not just sales energy.

Responsabilités

• Enroll and support clients who requested guidance.
• Work with a growing team and benefit from mentorship and tools provided.
• Engage with clients in a remote, client-facing capacity, delivering clear and helpful information.

Connaissances

Clear communication

Self-discipline

Process orientation

Benefits conversations

Description du poste

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”