Remote Client Engagement Specialist — Financial Services

AO Garcia Agency; United States; Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Remote work

Flexible hours

Mentorship program

Job summary

AO Garcia Agency is seeking a remote enrollment specialist in the United States. You will speak with families who requested information to map the best protection options and guide them through a simple enrollment flow.

You will build and service a client list using pre-qualified warm leads, with step-by-step onboarding and mentorship. This role emphasizes coaching, feedback, and a performance-driven environment with flexible hours.

Qualifications

• Self-starter who enjoys helping families.
• Able to thrive in a performance environment.
• Willing to be coached and receptive to feedback.

Responsibilities

• Speak with people who requested information and guide enrollment.
• Map needs to available protection options for clients.
• Run a simple enrollment flow with applicants.
• Build and service a client list using warm leads.
• Work with pre-qualified leads and step-by-step onboarding.
• Use remote tools to complete tasks and stay organized.

Skills

Communication

Coaching receptivity

Problem solving

Time management

Job description

AO Garcia Agency is seeking a remote enrollment specialist in the United States. You will speak with families who requested information to map the best protection options and guide them through a simple enrollment flow.

You will build and service a client list using pre-qualified warm leads, with step-by-step onboarding and mentorship. This role emphasizes coaching, feedback, and a performance-driven environment with flexible hours.