Member Enrollment Specialist - Remote

AO Garcia Agency; Boulder (CO); À distance; USD 50 000 - 80 000; Plein temps

Résumé du poste

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

The deal emphasizes a home office setup, web presentations, and a schedule you can build around real life while serving a portfolio of clients. Training and leaders stay involved to help you succeed.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsabilités

• Collaborate with a growing team and leverage provided tools and mentorship.
• Enroll and support clients who request guidance.
• Deliver client-centered financial services messaging remotely.
• Maintain a schedule that fits real-life commitments.

Connaissances

Clear communication

Self-discipline

Process-oriented

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"