Remote Client Care & Enrollment Specialist - Flexible Hours

AO Garcia Agency; Clovis (NM); 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 with prospective clients who requested information, guided by a structured training program and ongoing mentorship. You will work with pre-qualified warm leads, follow a simple enrollment flow, and build a client list while enjoying flexible hours and a coaching-centered environment designed for long-term career growth.

This role emphasizes conversations over scripted tasks and offers coaching to help you

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

Skills

Communication

Self-motivation

Coachable

Job description

AO Garcia Agency is seeking a motivated remote financial-services specialist to engage with prospective clients who requested information, guided by a structured training program and ongoing mentorship. You will work with pre-qualified warm leads, follow a simple enrollment flow, and build a client list while enjoying flexible hours and a coaching-centered environment designed for long-term career growth.

This role emphasizes conversations over scripted tasks and offers coaching to help you