Remote Client Enrollment Advisor

AO Garcia Agency; Concord (NC); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Fully remote

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with mentorship and tools provided to succeed.

Work includes web presentations, a schedule you can build around real life, and training from leaders who stay involved. You will focus on benefits conversations and helping families navigate available options as part of a proven process.

Qualifications

• Clear and human communication demonstrated in client interactions.
• Disciplined, able to work without constant supervision.
• Willingness to follow a proven process and guidelines.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations to clients and prospects.
• Collaborate with mentoring team and use provided tools.
• Create a schedule that fits real life while meeting client needs.

Skills

Clear communication

Self-discipline

Adaptability

Benefits conversation

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"