Remote Client Enrollment Advisor

AO Garcia Agency; United States; Remote; USD 42,000 - 65,000; 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 motivated, coachable professional for a fully remote role in the United States. You will engage with clients who requested information, understand their protection needs, and guide them through enrollment flows while growing and servicing a client list.

The role emphasizes ongoing mentorship, flexible hours, and the opportunity for long-term career advancement in a performance-driven environment.

Qualifications

• Clear communication with clients and team.
• Able to receive feedback and coaching.
• Strong drive to meet performance targets.

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 skills

Coachable

Goal oriented

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.

Next step is a short Zoom overview.