Remote Client Enrollment Advisor

AO Garcia Agency; Sandy Springs (GA); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional to join our fully remote, financial services team. You will enroll and support clients who seek guidance, delivering web presentations from a home office and contributing to a portfolio that you continuously serve.

As part of a growing team, you will receive mentorship, tools, and a process-driven environment designed to balance meaningful work with real-life scheduling. This role emphasizes clear communication and client-focused support.

Qualifications

• Clear, human communication style.
• Ability to work without direct supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver web presentations from a home office.
• Build trust with families through financial guidance.
• Represent a portfolio to clients through ongoing engagement.

Skills

Communication

Self-discipline

Process adaptability

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”