Remote Client Success & Enrollment Specialist

AO Garcia Agency; Ames (IA); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Path into leadership for high performa

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with clients who have requested help on financial-protection options, following a proven process and receiving coaching to drive activity and results.

Role involves handling remote conversations, clearly explaining benefit options, and helping clients enroll when appropriate, with structured follow-up to maintain momentum. Interviews occur on Zoom and no constant supervision is required.

Qualifications

• Experience talking with clients about options in a finance-related space.
• Comfortable on camera during Zoom interviews.
• Remote-work ready with coachability and self-motivation.

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

Competitive

Coachable

On-camera

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with clients who have requested help on financial-protection options, following a proven process and receiving coaching to drive activity and results.

Role involves handling remote conversations, clearly explaining benefit options, and helping clients enroll when appropriate, with structured follow-up to maintain momentum. Interviews occur on Zoom and no constant supervision is required.