Work From Home - Enrollment Specialist

AO Garcia Agency; Florida; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes admin tasks such as note-taking, scheduling, and keeping the CRM clean, with a fully remote setup allowing work from home.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to thrive in a performance-based advancement environment with full training provided.

Responsibilities

• Assess client needs and present options during virtual meetings.
• Maintain notes, schedule appointments, and ensure CRM data hygiene.

Skills

CRM hygiene

Virtual consultation

Note-taking

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.