Remote Client Enrollment Advisor

AO Garcia Agency; Corpus Christi (TX); Remote; USD 40,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a client-focused remote advisor in the United States to enroll and support clients who request guidance. You will be paired with a growing team, receive tools and mentorship, and be part of a process designed to help families understand benefits.

This role offers flexibility to build around real-life commitments and a portfolio of ongoing client work. You will join a team that values clear communication, disciplined execution, and openness to a proven process, with a

Qualifications

• Clear, human communication is essential.
• Ability to work without direct supervision and stay disciplined.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and utilize provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

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”