Work From Home - Enrollment Specialist

AO Garcia Agency; Bend (OR); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible work schedule

Weekly pay

Mentorship and complete training

Industry leading tools and technology access

Job summary

A financial services firm is looking for passionate individuals for a fulfilling career that offers flexibility and growth opportunities. In this role, you will conduct virtual consultations with clients and assess their financial needs. The company provides a qualified lead program, mentorship, and industry-leading tools. This position allows for a flexible schedule and the possibility of working from home, promoting a balance between personal and professional life.

Qualifications

• Passionate about helping others and securing financial well-being.
• Motivated and dependable with a strong work ethic.
• Adaptable and trainable to new methods and tools.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients' needs and provide guidance on solutions.
• Build lasting relationships through consistent check-ins.
• Perform administrative tasks as necessary.

Job description

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

In this role, you will assume a vital position in securing families’ financial well‑well-being.

Typical day‑to‑day tasks include:

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check‑ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Incentives include but not limited to:

• No cold calling
• Qualified lead program
• Advancement based on performance
• Weekly pay
• Mentorship and complete training
• Industry leading tools and technology access
• Work from home (web conference‑based presentations)

Desired characteristics

Passionate. Competitive. Motivated. Dependable. Hardworking. Adaptable. Flexible, Trainable.

All interviews will be conducted via Zoom video conferencing.