Remote Enrollment Specialist — Flexible, Growth-Oriented

AO Garcia Agency; Cleveland (OH); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Industry leading tools and technology

Work from home (virtual)

Job summary

AO Garcia Agency is seeking a motivated individual for a remote, flexible-position focused on guiding families toward financial well-being. You will conduct virtual consultations, assess client needs, and educate on solutions while maintaining ongoing client relationships. Administrative tasks and regular check-ins are part of the role.

The position offers flexibility, growth opportunities, weekly pay, mentorship and access to industry-leading tools and technology.

Qualifications

• Experience conducting virtual consultations.
• Ability to assess client needs and explain solutions clearly.
• Proven ability to build and maintain client relationships.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and explain financial solutions.
• Cultivate lasting client relationships through regular check-ins.
• Handle related administrative tasks such as note-taking and scheduling.

Skills

Communication skills

Client needs analysis

Relationship building

Adaptable

Tools

CRM software

Zoom

Job description

AO Garcia Agency is seeking a motivated individual for a remote, flexible-position focused on guiding families toward financial well-being. You will conduct virtual consultations, assess client needs, and educate on solutions while maintaining ongoing client relationships. Administrative tasks and regular check-ins are part of the role.

The position offers flexibility, growth opportunities, weekly pay, mentorship and access to industry-leading tools and technology.