Remote Enrollment Team Lead – Financial Services

AO Garcia Agency; Stamford (CT); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional built around warm leads and a structured training program. If you are competitive and coachable, this role can become a long-term career.

Daily work includes speaking with information-seekers, mapping needs for protection options, guiding enrollees through a simple enrollment flow, and building a reliable client list. Provided are pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Must be coachable and receptive to feedback.
• Willing to work in a remote, performance-driven environment.

Responsibilities

• Speak with people who asked for information.
• Map needs and available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication

Coaching

Self-motivation

Empathy

Job description

AO Garcia Agency is seeking a remote financial-services professional built around warm leads and a structured training program. If you are competitive and coachable, this role can become a long-term career.

Daily work includes speaking with information-seekers, mapping needs for protection options, guiding enrollees through a simple enrollment flow, and building a reliable client list. Provided are pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.