Remote Client Enrollment Advisor

AO Garcia Agency; Saint George (UT); Remote; USD 25,000 - 39,000; 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 remote sales-oriented professional to engage warm leads and guide them through a simple enrollment flow. The role emphasizes coaching, mentorship, and performance-based outcomes, with ongoing support and onboarding.

Ideal candidates are self-starters who enjoy helping families and can handle feedback in a high-performance environment. The position offers a long-term career path with training and remote work tools.

Qualifications

• Proven ability to speak with prospects seeking information.
• Comfort with a performance environment and targets.
• Ability to build and maintain client lists.
• Willingness to be coached and to accept feedback.

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

Sales

Coaching

Self-motivation

Tools

CRM software

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.