Remote Enrollment Specialist - Flexible Schedule & Growth

Aogarciaagency; Scarborough (ME); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home

Flexible schedule

Industry leading tools

Job summary

Aogarciaagency is seeking a driven professional to help secure families’ financial well-being through remote, consultative work. You will meet clients virtually, assess needs, and guide them to suitable financial solutions.

This role emphasizes relationship-building, ongoing client check-ins, and completing administrative duties. A flexible schedule and remote work are available, supporting balance and career growth.

Qualifications

• Experience delivering virtual consultations with clients.
• Ability to assess client needs and explain financial solutions.
• Strong communication and relationship-building abilities.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through periodic check-ins.
• Completing related administrative tasks (note taking, appointment setting, etc.).

Skills

Virtual consultations

Client relationship building

Communication skills

Tools

CRM software

Web conference tools

Job description

Aogarciaagency is seeking a driven professional to help secure families’ financial well-being through remote, consultative work. You will meet clients virtually, assess needs, and guide them to suitable financial solutions.

This role emphasizes relationship-building, ongoing client check-ins, and completing administrative duties. A flexible schedule and remote work are available, supporting balance and career growth.