Remote Enrollment & Client Services Specialist

AO Garcia Agency; United States; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services seat focused on guiding families through enrollment with warm, pre-qualified leads. You will be coached and mentored, with flexible hours, as you build a client list and manage enrollments.

Ideal candidates are self-starters who enjoy helping families and thrive in a performance-driven environment. This role emphasizes learning, feedback, and long-term career growth.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to receive feedback and be coached.

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 seeking a remote financial-services seat focused on guiding families through enrollment with warm, pre-qualified leads. You will be coached and mentored, with flexible hours, as you build a client list and manage enrollments.

Ideal candidates are self-starters who enjoy helping families and thrive in a performance-driven environment. This role emphasizes learning, feedback, and long-term career growth.