Remote Client Needs Analyst | Enrollment & Growth

Aogarciaagency; Johnston (RI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Job summary

Aogarciaagency is seeking motivated candidates for a remote role that focuses on conversations with people who have already requested information on financial-protection options. You will be trained, coached, and measured on activity and results.

The work emphasizes taking requested conversations, explaining benefits clearly, helping with enrollments when appropriate, and maintaining consistent follow-up. Interviews occur via Zoom and the path offers leadership opportunities for high performers.

Qualifications

• Applicant should be competitive and coachable.
• Must be comfortable on camera and able to convey benefit options clearly.
• Interviews are conducted on Zoom.

Responsibilities

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

Skills

Competitive

Coachable

On‑camera

Tools

Zoom

Job description

Aogarciaagency is seeking motivated candidates for a remote role that focuses on conversations with people who have already requested information on financial-protection options. You will be trained, coached, and measured on activity and results.

The work emphasizes taking requested conversations, explaining benefits clearly, helping with enrollments when appropriate, and maintaining consistent follow-up. Interviews occur via Zoom and the path offers leadership opportunities for high performers.