Remote Client Enrollment Specialist | Flexible Hours

AO Garcia Agency; Concord (NC); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Fully remote

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with mentorship and tools provided to succeed.

Work includes web presentations, a schedule you can build around real life, and training from leaders who stay involved. You will focus on benefits conversations and helping families navigate available options as part of a proven process.

Qualifications

• Clear and human communication demonstrated in client interactions.
• Disciplined, able to work without constant supervision.
• Willingness to follow a proven process and guidelines.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations to clients and prospects.
• Collaborate with mentoring team and use provided tools.
• Create a schedule that fits real life while meeting client needs.

Skills

Clear communication

Self-discipline

Adaptability

Benefits conversation

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with mentorship and tools provided to succeed.

Work includes web presentations, a schedule you can build around real life, and training from leaders who stay involved. You will focus on benefits conversations and helping families navigate available options as part of a proven process.