Work From Home - Part-Time Enrollment Specialist

AO Garcia Agency; Oakland (CA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Job summary

AO Garcia Agency in the United States offers a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, using provided tools and mentorship.

Join a growing team where training is ongoing, leaders stay involved, and you can build a schedule around real life while delivering meaningful help to families.

Qualifications

• Clear and human communication is required.
• Self-discipline without direct supervision is essential.
• Willingness to follow a proven process is expected.
• Interest in benefits conversations, not just sales energy, is important.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and use provided tools and mentorship.
• Deliver client-facing support in a fully remote setting within financial services.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”