Remote Member Services Associate - Enrollment & Finance

AO Garcia Agency; United States; Remote; USD 42,000 - 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 self-motivated professional for a remote financial-services seat designed around warm leads and a structured training system. You will be coached to build a long-term career while engaging with clients; a role built for those who thrive on conversation and mentorship.

A results-driven, feedback-ready mindset is essential. The position emphasizes communication, enrollment flow, and client management, with ongoing mentoring and flexible hours for work-life balance.

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 professional for a remote financial-services seat designed around warm leads and a structured training system. You will be coached to build a long-term career while engaging with clients; a role built for those who thrive on conversation and mentorship.

A results-driven, feedback-ready mindset is essential. The position emphasizes communication, enrollment flow, and client management, with ongoing mentoring and flexible hours for work-life balance.