Work From Home - Enrollment Specialist

AO Garcia Agency; Portland (OR); Remote; USD 27,000 - 46,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship and complete training

Industry leading tools

No cold calling

Flexible schedule

Job summary

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role that supports families’ financial well-being through virtual consultations.

You will assess client needs, present solutions, and build lasting relationships, with a mentor-led training program and access to leading tools. A flexible schedule and weekly pay help balance life and career.

Qualifications

• Experience conducting virtual consultations with clients.
• Ability to assess client needs and explain solutions clearly.
• Strong communication and interpersonal skills.

Responsibilities

• Conduct virtual consultations with clients to assess needs.
• Explain solutions and educate clients on options.
• Build and maintain relationships with clients through follow-ups.
• Complete related administrative tasks such as note-taking and scheduling.

Skills

Virtual consultations

Client relationship building

Communication skills

Flexible adaptable

Tools

CRM software

Zoom/Video conferencing

Web conference tools

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