Remote Enrollment and Client Solutions Specialist

AO Garcia Agency; San Diego (CA); Remote; USD 42,000 - 72,000; 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 invites applicants for a remote financial-services seat built around warm leads and a structured training system. The role offers coaching, ongoing mentorship, and a path to long-term growth.

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. Pre-qualified leads, onboarding, remote tools, flexible hours, and mentorship are provided.

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 invites applicants for a remote financial-services seat built around warm leads and a structured training system. The role offers coaching, ongoing mentorship, and a path to long-term growth.

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. Pre-qualified leads, onboarding, remote tools, flexible hours, and mentorship are provided.