Remote Enrollment Specialist — Financial Services

Aogarciaagency

College Park (MD)

Remote

USD 42,000 - 64,000

Full time

4 days ago
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Benefits offered by this job

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

Job summary

Aogarciaagency is seeking motivated individuals for a fully remote financial-services role designed around warm leads and a comprehensive training system. You will be coached to build client relationships and guide families through enrollment, with a focus on clear communication and steady performance.

Daily work includes speaking with information-seekers, mapping needs to available protection options, running enrollment flows, and building a serviceable client list.

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

Aogarciaagency is seeking motivated individuals for a fully remote financial-services role designed around warm leads and a comprehensive training system. You will be coached to build client relationships and guide families through enrollment, with a focus on clear communication and steady performance.

Daily work includes speaking with information-seekers, mapping needs to available protection options, running enrollment flows, and building a serviceable client list.

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