Remote Enrollment Advisor

AO Garcia Agency; Coventry (RI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Home office setup

Flexible schedule

Remote web presentations

Mentorship

Job summary

AO Garcia Agency is seeking a remote, client-facing role in financial services. You will enroll and support clients who seek guidance, paired with a growing team, with tools and mentorship provided. The position emphasizes home-office work, web presentations, and a schedule that fits real life.

You will engage in benefits conversations and follow a proven process, delivering meaningful work for families while maintaining clear, human communication and independence.

Qualifications

• Clear, human communication is essential.
• An ability to work without direct supervision is required.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver web presentations and engage clients remotely.
• Work with leaders and mentors who stay involved.

Skills

Clear communication

Self-motivation

Discipline

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• 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”