Remote Client Enrollment Advisor — Mentored & Flexible Hours

AO Garcia Agency

United States

Remote

USD 45,000 - 70,000

Full time

8 days ago
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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 financial-services specialist who speaks with people who requested information and guides them through enrollment.

You will work with pre-qualified warm leads, receive step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship; success requires coachability and a drive to perform in a fast-paced environment. This position offers long-term career potential with continuous coaching.

Qualifications

  • Self-starters who enjoy helping families.
  • Able to perform in a performance-driven environment.

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

Self-motivated
Family-focused service
Performance mindset

Job description

AO Garcia Agency is seeking a remote financial-services specialist who speaks with people who requested information and guides them through enrollment.

You will work with pre-qualified warm leads, receive step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship; success requires coachability and a drive to perform in a fast-paced environment. This position offers long-term career potential with continuous coaching.

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