Remote Client Intake & Enrollment Specialist

AO Garcia Agency; Helena (MT); Remote; USD 45,000 - 65,000; Full time

Job summary

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

You will enjoy a schedule you can build around real life, with ongoing training and leaders who stay involved as you grow your practice and help families understand benefits options.

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.

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

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

You will enjoy a schedule you can build around real life, with ongoing training and leaders who stay involved as you grow your practice and help families understand benefits options.