Remote Client Success & Enrollment Specialist

AO Garcia Agency; Appleton (WI); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is offering a remote financial-services seat built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career.

If you want a job with no conversations, this role will not. Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

AO Garcia Agency is offering a remote financial-services seat built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career.

If you want a job with no conversations, this role will not. Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.