Remote Enrollment Specialist - Financial Services, Warm Leads

AO Garcia Agency; Missouri; 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 specialist to engage warm leads and guide families through information and enrollment steps. You will work from home, coachable and goal-driven, building a client list while providing friendly, solution-focused service.

Daily work centers on speaking with prospective clients, mapping needs to protection options, guiding a simple enrollment flow, and delivering ongoing mentorship within a performance-driven environment.

Qualifications

• Excellent communication and active listening.
• Able to work remotely and manage time effectively.
• Willing to be coached and accept feedback.

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

Coachable

Self-starter

Remote work

Job description

AO Garcia Agency is seeking a remote financial-services specialist to engage warm leads and guide families through information and enrollment steps. You will work from home, coachable and goal-driven, building a client list while providing friendly, solution-focused service.

Daily work centers on speaking with prospective clients, mapping needs to protection options, guiding a simple enrollment flow, and delivering ongoing mentorship within a performance-driven environment.