Work From Home - Part-Time Enrollment Specialist

AO Garcia Agency; Oregon; Ibrido; USD 42.000 - 66.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descrizione del lavoro

AO Garcia Agency is seeking a remote financial-services specialist who thrives in a coaching-driven environment. This role centers on speaking with people who requested information, guiding them through protection option comparisons, and completing a simple enrollment flow.

You will work from home, using remote tools and a structured onboarding program to build a durable client list. Provided are pre-qualified warm leads, step-by-step onboarding, ongoing mentorship, and flexible hours.

Competenze

• Proven ability to build rapport with prospective clients.
• Strong listening and needs assessment skills.
• Comfort with a coaching-based environment.

Mansioni

• Speak with information-seeking individuals.
• Assess client needs for protection options.
• Guide applicants through enrollment flow.
• Build and service a client list.

Conoscenze

Self-motivation

Communication skills

Coachable attitude

Family-focused empathy

Strumenti

CRM software

Descrizione del lavoro

This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.