Remote Enrollment Specialist: Flexible Schedule & Growth

AO Garcia Agency; Billings (MT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Mentorship and training

Weekly pay

Industry leading tools and technology access

Flexible work schedule

Job summary

A financial services firm in Montana is looking for passionate individuals to conduct virtual client consultations and manage relationships. This role offers a flexible work-from-home schedule and a focus on client financial wellness. Candidates should be motivated, dependable, and adaptable. The position includes mentorship and training opportunities, with no cold calling required, making it ideal for those seeking a rewarding career with potential for growth.

Qualifications

• Passionate, competitive, motivated, dependable, hardworking, adaptable, flexible, and trainable.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide solutions.
• Cultivate client relationships through check‑ins.
• Complete administrative tasks as needed.

Job description

A financial services firm in Montana is looking for passionate individuals to conduct virtual client consultations and manage relationships. This role offers a flexible work-from-home schedule and a focus on client financial wellness. Candidates should be motivated, dependable, and adaptable. The position includes mentorship and training opportunities, with no cold calling required, making it ideal for those seeking a rewarding career with potential for growth.