Remote Enrollment Specialist - Financial Services (Warm Leads)

AO Garcia Agency; Cedar Falls (IA); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional in the United States. The role offers structured days, warm-lead conversations, and coaching while you ramp.

This position emphasizes support for families and clients, a pipeline of warm leads, and opportunities for high performers to move into leadership tracks. No office required and remote work is central to the role.

Qualifications

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Responsibilities

• Conduct warm-lead conversations and guide clients through the process.
• Provide coaching while you ramp to ensure smooth performance.

Job description

AO Garcia Agency is seeking a remote financial-services professional in the United States. The role offers structured days, warm-lead conversations, and coaching while you ramp.

This position emphasizes support for families and clients, a pipeline of warm leads, and opportunities for high performers to move into leadership tracks. No office required and remote work is central to the role.