Work From Home - Enrollment Specialist

Lever, Inc.; San Jose (CA); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and complete training

Work from home (web conference-based)

Job summary

AO Garcia Agency is seeking a motivated individual to join our flexible, work-from-home team. You will conduct virtual consultations with clients and help secure families’ financial well-being through informed guidance.

The role offers a flexible schedule designed to balance personal and professional life while growing your career. Typical day includes assessing client needs, sharing solutions, and maintaining relationships through regular check-ins.

Qualifications

• Experience in conducting client-facing consultations.
• Ability to assess client needs and communicate solutions clearly.
• Proven ability to cultivate and maintain client relationships.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and impart knowledge on solutions.
• Cultivate lasting client relationships through periodic check-ins.
• Complete related administrative tasks (note taking, appointment setting, etc.).

Skills

Virtual consultations

Needs assessment

Relationship building

Communication skills

Tools

CRM software

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