Remote Enrollment Specialist - Flexible Growth & Mentorship

AO Garcia Agency

Spokane (WA)

Remote

USD 42,000 - 64,000

Full time

12 days ago
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Benefits offered by this job

Weekly pay
Mentorship and complete training
Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking a motivated team player for a flexible, work-from-home role focused on helping families secure their financial well-being. The position involves virtual consultations, needs assessment, and ongoing client support.

You will use industry-leading tools to deliver solutions, build lasting relationships through regular check-ins, and participate in mentorship and comprehensive training. Interviews will be conducted via Zoom.

Qualifications

  • Passionate
  • Competitive
  • Motivated
  • Dependable
  • Hardworking
  • Adaptable
  • Flexible, Trainable.

Responsibilities

  • Conducting virtual consultations with clients.
  • Assessing clients’ needs and imparting knowledge on solutions.
  • Cultivating lasting client relationships through regular check-ins.
  • Completing related administrative tasks (note taking, appointment setting, etc.).

Skills

Virtual consultations
Needs assessment
Relationship building
Remote work

Tools

CRM software
Video conferencing tools
Analytics tools

Job description

AO Garcia Agency is seeking a motivated team player for a flexible, work-from-home role focused on helping families secure their financial well-being. The position involves virtual consultations, needs assessment, and ongoing client support.

You will use industry-leading tools to deliver solutions, build lasting relationships through regular check-ins, and participate in mentorship and comprehensive training. Interviews will be conducted via Zoom.

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