Remote Enrollment Specialist - Financial Services

AO Garcia Agency; Tulsa (OK); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding guidance

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to work with warm leads and a structured training system. The role emphasizes coachable high performance and the ability to engage clients, with ongoing mentorship and flexible hours.

The position is remote and suited for self-motivated individuals who enjoy helping families navigate protection options while building a long-term career in a performance-driven 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

AO Garcia Agency is seeking a remote financial-services professional to work with warm leads and a structured training system. The role emphasizes coachable high performance and the ability to engage clients, with ongoing mentorship and flexible hours.

The position is remote and suited for self-motivated individuals who enjoy helping families navigate protection options while building a long-term career in a performance-driven environment.