Remote Client Follow-Up & Enrollment Specialist

AO Garcia Agency; Oregon; Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced staff

Leadership path if you perform

Job summary

AO Garcia Agency is seeking motivated individuals for a remote position focused on financial-protection conversations. You will engage with clients who requested information, explain options clearly, and guide them toward enrollment when suitable. A written process provides structure, and coaching supports your performance.

Interviews are conducted via Zoom. If you are competitive, coachable, and comfortable on camera, this could be a strong fit with opportunities to advance as you perform.

Qualifications

• Experience talking with clients.
• Ability to learn and follow a process.
• Comfort with video conversations (Zoom/online).

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Communication skills

Coachable

On-camera speaking

Competitive

Job description

AO Garcia Agency is seeking motivated individuals for a remote position focused on financial-protection conversations. You will engage with clients who requested information, explain options clearly, and guide them toward enrollment when suitable. A written process provides structure, and coaching supports your performance.

Interviews are conducted via Zoom. If you are competitive, coachable, and comfortable on camera, this could be a strong fit with opportunities to advance as you perform.