Policy Enrollment Specialist - Remote

AO Garcia Agency

Sanford (ME)

Remote

USD 45,000 - 70,000

Full time

2 days ago
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Benefits offered by this job

Fully remote
Flexible schedule
Mentorship and training

Job summary

AO Garcia Agency in the United States offers a client-facing, fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and tasked with enrolling and supporting clients who seek guidance.

This position emphasizes clear, human communication, disciplined self-management, and openness to a proven process. You''ll help families understand benefits and options, while contributing to meaningful work with a schedule you can build around real

Qualifications

  • Clear, human communication is essential.
  • Ability to work independently without constant supervision.
  • Interest in discussions about client benefits, not just sales energy.

Responsibilities

  • Enroll and support clients who asked for guidance.
  • Partner with a growing team and mentors to deliver consistent service.

Skills

Clear communication
Self-discipline
Client engagement

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”
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