Remote Member Welcome & Enrollment Specialist

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 70,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path

Job summary

AO Garcia Agency is offering a remote career opportunity where you engage with warm leads who have already requested help with financial-protection options. You will be trained, coached, and measured on activity and results, with a clearly defined process to avoid inventing the job.

The role emphasizes talking to clients, explaining benefit options simply, and helping eligible clients enroll. A strong follow-up rhythm is part of the daily routine, and interviews occur on Zoom.

Qualifications

• Talk with people who already requested help on financial-protection options.
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm and process.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Remote work

Warm leads

Phone conversations

Coachable

Tools

Zoom

Job description

AO Garcia Agency is offering a remote career opportunity where you engage with warm leads who have already requested help with financial-protection options. You will be trained, coached, and measured on activity and results, with a clearly defined process to avoid inventing the job.

The role emphasizes talking to clients, explaining benefit options simply, and helping eligible clients enroll. A strong follow-up rhythm is part of the daily routine, and interviews occur on Zoom.