Remote Enrollment Specialist — Flexible Schedule & Growth

AO Garcia Agency; Gaithersburg (MD); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

AO Garcia Agency in the United States offers a remote, flexible advisory role focused on helping families secure their financial well-being. You will conduct virtual consultations, assess client needs, and maintain ongoing relationships through regular check-ins.

The position includes training and access to leading tools, with a supportive, growth-oriented environment. Ideal candidates are motivated, dependable, and comfortable working from home with a flexible schedule.

Qualifications

• Experience in client consultations or advisory roles preferred.
• Ability to explain complex financial concepts clearly.
• Comfort with virtual meetings and note-taking.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and present financial solutions.
• Build lasting client relationships with regular check-ins.
• Handle related administrative tasks and follow-ups.

Skills

Communication skills

Relationship-building

Self-motivation

Adaptability

Tools

CRM software

Job description

AO Garcia Agency in the United States offers a remote, flexible advisory role focused on helping families secure their financial well-being. You will conduct virtual consultations, assess client needs, and maintain ongoing relationships through regular check-ins.

The position includes training and access to leading tools, with a supportive, growth-oriented environment. Ideal candidates are motivated, dependable, and comfortable working from home with a flexible schedule.