Work From Home - Enrollment Specialist

AO Garcia Agency; Stamford (CT); Remote; USD 35,000 - 52,000; Full time

Benefits offered by this job

Weekly pay

Work from home

Mentorship and training

Industry leading tools and technology

Job summary

AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role focused on helping families secure financial well-being through virtual consultations and personalized guidance.

You will assess client needs, provide solutions, build lasting relationships with regular check-ins, and handle related administrative tasks. Interviews are conducted via Zoom.

Qualifications

• Passionate, competitive, and motivated candidates desired.
• Strong interpersonal communication and adaptability are important.
• Experience with virtual consultations is a plus.

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 (note taking, appointment setting, etc.).

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

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