Remote Client Advocate & Enrollment Specialist - Flexible Hours

AO Garcia Agency; United States; Remote; USD 42,000 - 64,000; 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 motivated remote financial-services specialist to engage warm leads, map client needs, and guide enrollments. You will work with a coaching-focused program and access step-by-step onboarding to help families choose the right protection options.

You’ll be part of a performance-driven team with flexible hours, ongoing mentorship, and a clear path toward a long-term career in financial services.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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 motivated remote financial-services specialist to engage warm leads, map client needs, and guide enrollments. You will work with a coaching-focused program and access step-by-step onboarding to help families choose the right protection options.

You’ll be part of a performance-driven team with flexible hours, ongoing mentorship, and a clear path toward a long-term career in financial services.