Remote Enrollment & Client Care Specialist

AO Garcia Agency; Chesapeake (VA); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing role in a fully remote setup within financial services. You will be paired with a growing team, receive mentorship, and help enroll and support clients who seek guidance.

The deal highlights a home office setting, impactful work for families, ongoing training, and a flexible schedule. Ideal candidates communicate clearly, work independently, and are open to a proven process with an emphasis on benefits conversations rather than pure sales energy.

Qualifications

• Clear and human communication skills.
• Discipline to work without direct supervision.
• Openness to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients via home office web presentations.
• Follow a structured process to guide families through benefits discussions.

Job description

AO Garcia Agency is seeking a client-facing role in a fully remote setup within financial services. You will be paired with a growing team, receive mentorship, and help enroll and support clients who seek guidance.

The deal highlights a home office setting, impactful work for families, ongoing training, and a flexible schedule. Ideal candidates communicate clearly, work independently, and are open to a proven process with an emphasis on benefits conversations rather than pure sales energy.