Policy Enrollment Specialist - Remote

AO Garcia Agency; Florida; Remote; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who request guidance, paired with a growing team and mentorship, tools, and leaders who stay involved.

The deal includes working from a home office with web presentations, doing work that matters to families, and a schedule you can build around real life. You’ll receive training and ongoing coaching designed to help you grow a lasting client portfolio rather than single calls.

Qualifikationen

• Clear, human-centric communication is essential.
• Ability to work independently without direct supervision.
• Openness to following a proven sales/consultative process.
• Interest in discussing benefits rather than just selling energy.

Aufgaben

• Enroll and support clients who seek guidance in financial services.
• Deliver web presentations from a home office.
• Collaborate with the growing team to improve client experience.
• Schedule work around real-life commitments while delivering impact.

Kenntnisse

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Jobbeschreibung

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"