Remote Client Engagement & Enrollment Specialist

AO Garcia Agency; Toledo (OH); Remote; USD 45,000 - 75,000; 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 in the United States is seeking a remote financial-services professional to work with warm leads and a structured training system.

This role rewards competitiveness and coach-ability, offering a long-term career path. Daily duties include speaking with information-seeking individuals, mapping needs to protection options, running enrollment flows, and building a client list. Flexible hours and ongoing mentorship are provided.

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 in the United States is seeking a remote financial-services professional to work with warm leads and a structured training system.

This role rewards competitiveness and coach-ability, offering a long-term career path. Daily duties include speaking with information-seeking individuals, mapping needs to protection options, running enrollment flows, and building a client list. Flexible hours and ongoing mentorship are provided.