Remote Financial Services Specialist: Client Enrollment

AO Garcia Agency; Madison (MS); Remote; USD 50,000 - 80,000; 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 self-motivated, coachable candidate for a remote financial-services role built around warm leads and a structured training system.

Daily work includes speaking with information-seeking individuals, mapping needs to protection options, guiding enrollment flows, and building a serviced client list. The position emphasizes ongoing mentorship and flexible hours for long-term career growth.

Qualifications

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

Responsibilities

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

Job description

AO Garcia Agency is seeking a self-motivated, coachable candidate for a remote financial-services role built around warm leads and a structured training system.

Daily work includes speaking with information-seeking individuals, mapping needs to protection options, guiding enrollment flows, and building a serviced client list. The position emphasizes ongoing mentorship and flexible hours for long-term career growth.