Enrollment Services Representative - Remote

AO Garcia Agency; New Britain (CT); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients seeking guidance, backed by mentorship and tools.

You will join a growing team with flexible scheduling, training, and opportunities to build lasting client relationships beyond one-off calls.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without handholding.
• Willingness to follow a proven sales/enrollment process.
• Interest in benefits conversations, not just high-pressure sales.

Responsibilities

• Enroll and support clients who seek guidance.
• Participate in web presentations and client meetings.
• Collaborate with a growing team and use provided tools and mentorship.

Skills

Clear communication

Self-motivation

Disciplined execution

Process adherence

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"