Remote Enrollment Specialist - Financial Services

AO Garcia Agency; Hoover (AL); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career. This position focuses on conversations and guiding families through options.

You will join a mentorship-driven environment with flexible hours and remote tools, designed for self-starters who thrive in a performance-based setting and enjoy helping clients.

Qualifications

• Remote financial-services role focused on warm leads.
• Must be coachable and competitive with a long-term focus.
• Strong communication and empathy for families seeking options.

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.

Skills

Communication skills

Coaching mindset

Self-motivation

Job description

AO Garcia Agency is seeking a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career. This position focuses on conversations and guiding families through options.

You will join a mentorship-driven environment with flexible hours and remote tools, designed for self-starters who thrive in a performance-based setting and enjoy helping clients.