Remote Enrollment Specialist - Flexible Hours + Mentorship

AO Garcia Agency; Vineland (NJ); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote, entry- to mid-level financial-services professional who thrives on coaching and helping families protect their finances. The role centers on warm leads, a structured onboarding, and an emphasis on education throughout the enrollment process.

You will work from home with flexible hours, receive ongoing mentorship, and use remote tools to map client needs, present protection options, and guide clients through simple enrollment flows in a performance-driven

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

AO Garcia Agency is seeking a remote, entry- to mid-level financial-services professional who thrives on coaching and helping families protect their finances. The role centers on warm leads, a structured onboarding, and an emphasis on education throughout the enrollment process.

You will work from home with flexible hours, receive ongoing mentorship, and use remote tools to map client needs, present protection options, and guide clients through simple enrollment flows in a performance-driven