Remote Enrollment Specialist - Flexible Schedule and Impact

AO Garcia Agency; Boulder (CO); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and be expected to enroll and support clients who asked for guidance.

The deal emphasizes a home office setup, web presentations, and a schedule you can build around real life while serving a portfolio of clients. Training and leaders stay involved to help you succeed.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Collaborate with a growing team and leverage provided tools and mentorship.
• Enroll and support clients who request guidance.
• Deliver client-centered financial services messaging remotely.
• Maintain a schedule that fits real-life commitments.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and be expected to enroll and support clients who asked for guidance.

The deal emphasizes a home office setup, web presentations, and a schedule you can build around real life while serving a portfolio of clients. Training and leaders stay involved to help you succeed.