Client Engagement Representative Work From Home

AO Garcia Agency; United States; Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Remote work

Flexible hours

Mentorship program

Job summary

AO Garcia Agency is seeking a remote enrollment specialist in the United States. You will speak with families who requested information to map the best protection options and guide them through a simple enrollment flow.

You will build and service a client list using pre-qualified warm leads, with step-by-step onboarding and mentorship. This role emphasizes coaching, feedback, and a performance-driven environment with flexible hours.

Qualifications

• Self-starter who enjoys helping families.
• Able to thrive in a performance environment.
• Willing to be coached and receptive to feedback.

Responsibilities

• Speak with people who requested information and guide enrollment.
• Map needs to available protection options for clients.
• Run a simple enrollment flow with applicants.
• Build and service a client list using warm leads.
• Work with pre-qualified leads and step-by-step onboarding.
• Use remote tools to complete tasks and stay organized.

Skills

Communication

Coaching receptivity

Problem solving

Time management

Job description

This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list
• Provided
• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit Self-starters who like helping families and can handle a performance environment. Bad fit Anyone who will not take feedback or needs a manager in the room.