Remote Enrollment Specialist: Flexible Hours & Growth

AO Garcia Agency; Pittsburgh (Allegheny County); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advancement opportunities

Remote work

Industry leading tools

Job summary

AO Garcia Agency offers a flexible, work-from-home role with a focus on helping families secure their financial well-being. You will conduct virtual consultations, assess client needs, and provide guidance on suitable solutions while building long-term relationships.

The position emphasizes a flexible schedule, mentorship, comprehensive training, and access to industry-leading tools, with weekly pay and opportunities for advancement.

Qualifications

• Experience conducting virtual consultations.
• Ability to assess client needs and provide informed financial solutions.
• Strong communication and relationship-building skills.

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 (notes, scheduling).

Skills

Excellent communication

Customer-focused

Remote work experience

Time management

Tools

CRM software

Video conferencing tools (Zoom)

Job description

AO Garcia Agency offers a flexible, work-from-home role with a focus on helping families secure their financial well-being. You will conduct virtual consultations, assess client needs, and provide guidance on suitable solutions while building long-term relationships.

The position emphasizes a flexible schedule, mentorship, comprehensive training, and access to industry-leading tools, with weekly pay and opportunities for advancement.