Remote Enrollment Specialist — Flexible Hours & Growth

AO Garcia Agency; Winston-Salem (NC); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Mentorship

Advancement opportunities

Flexible schedule

Work from home

Job summary

AO Garcia Agency is hiring for a remote client advisor role that emphasizes flexibility and growth. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions.

You will maintain relationships with clients through regular check-ins and handle administrative tasks. A mentorship program, weekly pay, and a flexible schedule support your development and work-life balance.

Qualifications

• Experience conducting virtual consultations and talking to clients.
• Ability to assess client needs and educate on suitable solutions.
• Strong relationship-building and follow-up skills.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients' needs and educate on available solutions.
• Build lasting relationships through regular check-ins.
• Handle related administrative tasks as needed.

Skills

Virtual consultations

Needs assessment

Relationship building

Administrative tasks

Tools

CRM software

Job description

AO Garcia Agency is hiring for a remote client advisor role that emphasizes flexibility and growth. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions.

You will maintain relationships with clients through regular check-ins and handle administrative tasks. A mentorship program, weekly pay, and a flexible schedule support your development and work-life balance.