Remote Financial Services Enrollment Specialist

AO Garcia Agency; Vancouver (WA); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Training and mentorship

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who requested guidance, while leveraging tools and mentorship from a growing team.

The deal emphasizes work that matters to families, with training and leaders who stay involved, and a schedule you can build around real life.

You will manage a portfolio of clients you keep serving, rather than a handful of one-off calls.

Qualifications

• Clear, human communication throughout client interactions.
• Discipline and motivation without direct supervision.
• Willingness to follow a proven enrollment process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with families to understand needs and provide solutions.
• Leverage training and mentorship from the team to deliver results.

Skills

Communication

Self-discipline

Process openness

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who requested guidance, while leveraging tools and mentorship from a growing team.

The deal emphasizes work that matters to families, with training and leaders who stay involved, and a schedule you can build around real life.

You will manage a portfolio of clients you keep serving, rather than a handful of one-off calls.