Work From Home - Enrollment Specialist

AO Garcia Agency; Pasco (WA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Qualified lead program

Weekly pay

Mentorship and complete training

Industry leading tools and technology access

Flexible schedule

Job summary

A financial services agency located in Pasco, Washington, is seeking passionate individuals to conduct virtual consultations and support clients' financial well-being. This role offers the flexibility to work from home with a schedule that adapts to your lifestyle. Candidates must be motivated and hardworking with a focus on building client relationships. The position includes no cold calling, mentorship, and access to industry-leading tools and technology. All interviews will be conducted via Zoom.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and educate on solutions.
• Cultivate lasting client relationships through check-ins.
• Complete related administrative tasks as needed.

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.