Remote Client Enrollment & Support Specialist

AO Garcia Agency; Vestavia Hills (AL); Remote; USD 60,000 - 80,000; Full time

Job summary

AO Garcia Agency is hiring for a fully remote, client-facing role in the financial services space. You will be paired with a growing team, provided with tools and mentorship, and responsible for enrolling and supporting clients who request guidance.

The position emphasizes presenting solutions via web presentations, maintaining clear communication, and following a proven process while shaping benefits conversations within client engagements.

Qualifications

• Clear, human communication style.
• Self-discipline with minimal supervision.
• Willingness to follow a proven sales process.
• Interest in benefits conversations beyond generic energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Be paired with a growing team, with tools and mentorship.
• Deliver Web presentations from a home office.
• Maintain a flexible schedule that fits real life.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

AO Garcia Agency is hiring for a fully remote, client-facing role in the financial services space. You will be paired with a growing team, provided with tools and mentorship, and responsible for enrolling and supporting clients who request guidance.

The position emphasizes presenting solutions via web presentations, maintaining clear communication, and following a proven process while shaping benefits conversations within client engagements.