Remote Client Enrollment Advisor

AO Garcia Agency; San Diego (CA); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, working with a growing team and receiving tools and mentorship.

Expect a schedule you can build around real life, and the opportunity to serve a portfolio of clients with ongoing engagements rather than one-off calls. Training and leadership stay involved to help you succeed.

Qualifications

• Clear and human communication.
• Self-motivated with discipline and autonomy.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who asked for guidance.

Skills

Client communications

Remote work

Process-oriented

Benefits conversations

Job description

AO Garcia Agency is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, working with a growing team and receiving tools and mentorship.

Expect a schedule you can build around real life, and the opportunity to serve a portfolio of clients with ongoing engagements rather than one-off calls. Training and leadership stay involved to help you succeed.