Remote Enrollment Representative

AO Garcia Agency; Bloomington (IL); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency seeks a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship provided to help you succeed.

You'll conduct web presentations, build relationships with families, and manage a schedule that fits real life while contributing to a portfolio you keep serving rather than one-off calls.

Qualifications

• Clear, human communication.
• Ability to work without direct supervision.
• Openness to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Deliver web presentations to clients.

Skills

Clear communication

Self-discipline

Process-orientation

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”