Remote Client Enrollment & Engagement Specialist

AO Garcia Agency; United States; Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with clients who have already requested help on financial-protection options, with training and coaching provided.

The work involves handling warm leads, explaining benefits clearly, assisting enrollment when suitable, and maintaining a disciplined follow-up rhythm. In this role, you will work remotely, follow a written process, and receive coaching from experienced colleagues.

Qualifications

• Strong communication skills and ability to explain options clearly.
• Willingness to be coached and trained.
• Comfortable presenting on camera.

Responsibilities

• Take requested conversations from warm leads, not cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Maintain a consistent follow-up rhythm.

Skills

Communication

Coachable

On-camera

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with clients who have already requested help on financial-protection options, with training and coaching provided.

The work involves handling warm leads, explaining benefits clearly, assisting enrollment when suitable, and maintaining a disciplined follow-up rhythm. In this role, you will work remotely, follow a written process, and receive coaching from experienced colleagues.