At-Home Client Enrollment Associate at AO Garcia Agency | CA, US | Rezi

At-Home Client Enrollment Associate at AO Garcia Agency

At-Home Client Enrollment Associate

AO Garcia Agency · CA, US

3 days ago

At-Home Client Enrollment Associate

AO Garcia Agency · CA, US

4 days ago
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About the Role

Virtual consultant role focused on assessing needs, teaching options, and maintaining client relationships post-initial meeting.

Responsibilities

  • Assess client needs
  • Teach available options
  • Maintain client relationships after initial meetings
  • Take notes
  • Schedule appointments
  • Maintain CRM hygiene

Requirements

  • Comfortable competing
  • Comfortable with a camera

Location

  • Remote

Work Type

  • Virtual
  • Work from home

Benefits

  • No cold calling
  • Qualified-interest pipeline
  • Performance-based advancement
  • Full training

About the Company

  • Current tech stack