Remote Client Enrollment Advisor

AO Garcia Agency; United States; Remote; USD 42,000 - 70,000; 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 offering a remote financial-services seat built around warm leads and a training system. The role emphasizes coaching and long-term career growth, with a focus on direct conversations to progress clients through enrollment.

Daily work includes speaking with interested individuals, mapping protection options, running enrollment flows, and building a serviced client list. Flexible hours and ongoing mentorship are provided to support performance-driven individuals.

Qualifications

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

Responsibilities

• Speak with people who asked for information and answer questions.
• Map needs to available protection options and present suitable solutions.
• Run a simple enrollment flow to convert interest into enrollment.
• Build and maintain a high-quality client list for ongoing relationships.

Skills

Active listening

Needs assessment

Enrollment flow

Client list building

Tools

Remote tools

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.