Remote Enrollment Specialist – Financial Services

AO Garcia Agency; Woonsocket (RI); Remote; USD 40,000 - 65,000; 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 representative to work with warm leads and a structured training system. This role is built around coaching and competition, offering a long-term career path for those willing to be mentored.

Daily you will speak with people seeking information, map needs to protective options, guide simple enrollment flows, and build a client list. Pre-qualified leads, onboarding, and mentorship are provided, with flexible hours for a remote setup.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Coachable and competitive, receptive to feedback and mentorship.

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 representative to work with warm leads and a structured training system. This role is built around coaching and competition, offering a long-term career path for those willing to be mentored.

Daily you will speak with people seeking information, map needs to protective options, guide simple enrollment flows, and build a client list. Pre-qualified leads, onboarding, and mentorship are provided, with flexible hours for a remote setup.