Remote Enrollment Representative

AO Garcia Agency; Lehi (UT); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services seat built around warm leads and a proven training system. If you are competitive and coachable, this can become a long-term career. If you want a job with no conversations, it will not.

Daily you speak with people seeking information, map needs to available protection options, run a simple enrollment flow, and build a client list. Pre-qualified leads, onboarding, and mentorship support your success; flexible hours help balance life.

Qualifications

• Strong communication and listening skills.
• Ability to coach and take feedback well.
• Comfort with a performance-driven environment.

Responsibilities

• Speak with people who asked for information and are exploring options.
• Map needs to available protection options for clients.
• Run a simple enrollment flow to onboard new clients.
• Build and service a client list for long-term relationships.

Skills

Communication

Coaching

Lead management

Enrollment flow

Tools

CRM software

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.