Remote Client Enrollment Specialist - Protection

AO Garcia Agency; Greenwich (CT); Remote; USD 55,000 - 75,000; Full time

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, paired with a growing team, tools, and mentorship.

You will have a schedule you can build around real life, with opportunities to present via web presentations and to work on meaningful family-focused outcomes while following a proven process.

Qualifications

• Communication that is clear and human.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients in a client-facing capacity using a proven process.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

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, paired with a growing team, tools, and mentorship.

You will have a schedule you can build around real life, with opportunities to present via web presentations and to work on meaningful family-focused outcomes while following a proven process.