Virtual Enrollment Specialist - Flexible, Growth & Training

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

Benefits offered by this job

Weekly pay

Work from home

Mentorship and training

Advancement based on performance

Job summary

AO Garcia Agency in the United States is hiring for a flexible, work-from-home role that supports families’ financial well-being. In this position you will conduct virtual consultations, assess clients’ needs, and educate them on available financial solutions while building trusted relationships through regular check-ins.

The role offers a flexible schedule, complete training and mentorship, access to leading tools and technology, and opportunities for advancement based on performance.

Qualifications

• Experience engaging clients via virtual consultations and phone/video calls.
• Ability to assess client needs and explain financial solutions clearly.
• Proven skill in building and maintaining client relationships.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide knowledge on solutions.
• Cultivate lasting client relationships through regular check-ins.
• Perform related administrative tasks (note taking, appointments, etc.).

Skills

Communication

Client relationships

Virtual consultations

Time management

Tools

CRM software

Job description

AO Garcia Agency in the United States is hiring for a flexible, work-from-home role that supports families’ financial well-being. In this position you will conduct virtual consultations, assess clients’ needs, and educate them on available financial solutions while building trusted relationships through regular check-ins.

The role offers a flexible schedule, complete training and mentorship, access to leading tools and technology, and opportunities for advancement based on performance.