Remote Enrollment Specialist - Flexible and Growth-Oriented

Aogarciaagency; Spokane (WA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

Aogarciaagency in Spokane, WA is seeking a motivated professional for a flexible, work-from-home role focused on helping families secure their financial well-being through virtual consultations.

You will assess client needs, present solutions, nurture relationships with regular check-ins, and perform administrative tasks to support outcomes, all via Zoom and online tools.

Excellent mentorship, training, advancement opportunities, and weekly pay are included to reward performance.

Qualifications

• Experience conducting virtual consultations and assessing client needs.
• Ability to build and maintain client relationships through regular follow-ups.
• Strong administrative and note-taking skills to support scheduling and records.
• Proficiency with online meeting tools and basic tech
• Familiarity with CRM software is a plus.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (note taking, appointment setting, etc.).
• Collaborating with team to ensure a smooth client journey.

Skills

Virtual consultations

Needs assessment

Client relationship management

Administrative tasks

Zoom

Tools

CRM software

Job description

Aogarciaagency in Spokane, WA is seeking a motivated professional for a flexible, work-from-home role focused on helping families secure their financial well-being through virtual consultations.

You will assess client needs, present solutions, nurture relationships with regular check-ins, and perform administrative tasks to support outcomes, all via Zoom and online tools.

Excellent mentorship, training, advancement opportunities, and weekly pay are included to reward performance.