Virtual Enrollment Specialist

AO Garcia Agency; Brooklyn Park (MN); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency seeks a client-facing, fully remote professional to enroll and support clients within financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to guide clients who request help.

You will participate in web presentations, work flexibly, and build relationships that matter to families, while using a proven process and clear, human communication.

Qualifications

• Clear and human communication.
• Discipline without supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship.
• Deliver web presentations and client interactions.
• Provide guidance to families during the enrollment process.

Skills

Clear communication

Self-discipline

Process-minded

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"