Remote Client Onboarding & Enrollment Specialist

AO Garcia Agency; Oregon; Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced teammates

Leadership path for high performers

Job summary

AO Garcia Agency is offering a remote career where you engage with people who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining benefit options simply, helping clients enroll when it is a fit, and maintaining a disciplined follow-up rhythm. You’ll gain remote work flexibility, a written process, coaching from experienced teammates, and a potential leadership path

Qualifications

• Competitive and coachable.
• Comfortable on camera.
• Able to work with remote supervision and meet performance expectations.

Responsibilities

• Take requested conversations with warm leads.
• Explain financial-protection benefit options clearly.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm.

Job description

AO Garcia Agency is offering a remote career where you engage with people who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

The work includes taking requested conversations, explaining benefit options simply, helping clients enroll when it is a fit, and maintaining a disciplined follow-up rhythm. You’ll gain remote work flexibility, a written process, coaching from experienced teammates, and a potential leadership path