At-Home Client Enrollment Specialist

AO Garcia Agency; San Diego (CA); Remote; USD 55,000 - 75,000; Full time

Job summary

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

Expect a schedule you can build around real life, and the opportunity to serve a portfolio of clients with ongoing engagements rather than one-off calls. Training and leadership stay involved to help you succeed.

Qualifications

• Clear and human communication.
• Self-motivated with discipline and autonomy.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who asked for guidance.

Skills

Client communications

Remote work

Process-oriented

Benefits conversations

Job description

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”