Remote Enrollment Specialist - Flexible Schedule & Growth

Aogarciaagency; Moore (OK); Remote; USD 36,000 - 55,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home (remote)

Industry leading tools

Job summary

Aogarciaagency is seeking a motivated professional to join our remote team. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions.

The role emphasizes building lasting client relationships and performing administrative tasks to support scheduling and documentation. We offer a flexible work-from-home arrangement, mentorship, comprehensive training, and access to industry-leading tools.

Qualifications

• Must be comfortable conducting virtual consultations with clients.
• Ability to assess client needs and explain solutions clearly.
• Must cultivate and manage client relationships through regular check-ins.

Responsibilities

• Conduct virtual consultations with clients to understand needs and provide guidance.
• Assess client needs and explain suitable financial solutions clearly.
• Maintain relationships through periodic check-ins and follow-ups.
• Perform related administrative tasks such as note-taking and scheduling.

Skills

Virtual consultations

Client assessment

Relationship building

Administrative tasks

Communication skills

Job description

Aogarciaagency is seeking a motivated professional to join our remote team. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions.

The role emphasizes building lasting client relationships and performing administrative tasks to support scheduling and documentation. We offer a flexible work-from-home arrangement, mentorship, comprehensive training, and access to industry-leading tools.