Work From Home - Enrollment Specialist

AO Garcia Agency; San Jose (CA); Remote; USD 46,000 - 64,000; Full time

Benefits offered by this job

Work from home

Weekly pay

Mentorship

Training

Industry tools

Flexible schedule

Advancement based on performance

Job summary

AO Garcia Agency is seeking a motivated professional to join our remote-first team, offering flexibility and growth. In this role you will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions.

You'll build lasting client relationships through regular check-ins, complete admin tasks, and benefit from weekly pay, mentorship, and access to industry-leading tools.

Qualifications

• Experience providing virtual consultations.
• Strong communication and relationship-building skills.
• Comfort with remote work and flexible schedules.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and explain solutions.
• Maintain relationships through regular check-ins.
• Handle administrative tasks related to appointments.

Skills

Communication

Customer service

Adaptability

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