Home-Based Enrollment Associate

AO Garcia Agency; Bartlesville (OK); Remote; USD 50,000 - 80,000; 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 who request guidance, working with a growing team and tools provided to you for success.

The position emphasizes doing work that matters to families, training and leaders who stay involved, and a schedule you can build around real life.

Qualifications

• Clear, human communication with clients.
• Ability to work independently without direct supervision.
• Wamiliarity with proven processes and best practices.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Represent financial services offerings in a client-facing capacity.
• Collaborate with a growing team while operating remotely.

Skills

Clear communication

Self-discipline

Process orientation

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”