Remote Client Advocate & Enrollment Specialist

AO Garcia Agency; South Portland (ME); Remote; USD 40,000 - 70,000; 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 seeking a remote finance-services seat designed around warm leads and a structured training system. If you are competitive and open to coaching, this can become a long-term career. The role emphasizes conversations and client enrollment rather than solitary work.

Daily tasks include speaking with information-seeking individuals, mapping needs to protect options, guiding through enrollment, and building a serviceable client list. Next step is a short Zoom overview.

Qualifications

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

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

Job description

AO Garcia Agency is seeking a remote finance-services seat designed around warm leads and a structured training system. If you are competitive and open to coaching, this can become a long-term career. The role emphasizes conversations and client enrollment rather than solitary work.

Daily tasks include speaking with information-seeking individuals, mapping needs to protect options, guiding through enrollment, and building a serviceable client list. Next step is a short Zoom overview.