Member Enrollment Specialist - Remote

AO Garcia Agency; Vancouver (WA); Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is offering a remote financial-services seat built around warm leads and a structured 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 includes speaking with people who asked for information, mapping needs to available protection options, running an enrollment flow, and building and servicing a client list.

Qualifications

• Remote financial-services role with warm leads provided.
• Must be coachable and open to feedback.
• Able to conduct enrollments and build a client list.
• Flexible hours and ongoing mentorship offered.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Coachable

Communication

Self-motivated

Competitive

Tools

Remote tools

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.