Remote Enrollment Specialist | Flexible Schedule & Growth

Lever, Inc.; San Jose (CA); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking a motivated individual to join our flexible, work-from-home team. You will conduct virtual consultations with clients and help secure families’ financial well-being through informed guidance.

The role offers a flexible schedule designed to balance personal and professional life while growing your career. Typical day includes assessing client needs, sharing solutions, and maintaining relationships through regular check-ins.

Qualifications

• Experience in conducting client-facing consultations.
• Ability to assess client needs and communicate solutions clearly.
• Proven ability to cultivate and maintain client relationships.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and impart knowledge on solutions.
• Cultivate lasting client relationships through periodic check-ins.
• Complete related administrative tasks (note taking, appointment setting, etc.).

Skills

Virtual consultations

Needs assessment

Relationship building

Communication skills

Tools

CRM software

Job description

AO Garcia Agency is seeking a motivated individual to join our flexible, work-from-home team. You will conduct virtual consultations with clients and help secure families’ financial well-being through informed guidance.

The role offers a flexible schedule designed to balance personal and professional life while growing your career. Typical day includes assessing client needs, sharing solutions, and maintaining relationships through regular check-ins.