Work From Home - Enrollment Specialist

Lever, Inc.; Huntsville (AL); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Work from home (virtual presentations)

Industry leading tools and technology

Job summary

AO Garcia Agency is seeking a flexible, remote-friendly role that lets you work from home with a balanced schedule while growing your career. The position focuses on helping families secure financial well-being through virtual consultations and tailored solutions.

You will conduct virtual consultations, assess client needs, and nurture relationships with regular check-ins, while completing administrative tasks.

Qualifications

• Strong communication and interpersonal skills for virtual client consultations.
• Ability to assess client needs and explain financial solutions clearly.
• Proactive, reliable team player with a flexible, growth-oriented mindset.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through regular check-ins.
• Completing related administrative tasks (notes, appointments, etc.).

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-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)

Looking for candidates who hold the below characteristics:

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

If you are a hard-working, motivated team player, this may be an opportunity for you!

*All interviews will be conducted via Zoom video conferencing