At-Home Client Enrollment Associate
Core
Inbound client enrollment for financial-protection options, explaining benefits and assisting with enrollment. (via careerplan.io/jobs/0077ca77-26b5-4f57-bd3b-a44e3aca5197-at-home-client-enrollment-associate-at-ao-garcia-agency)
Role type
Client Enrollment Associate
Builds
Enrollment of clients into financial-protection products
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Sales communication, benefit explanation, client onboarding, follow-up management, remote self-management
Preferred skills
Competitive drive, coachability, comfort with video conferencing
Responsibilities
Conduct inbound conversations regarding financial-protection options, explain benefit options, assist clients with enrollment, maintain follow-up rhythm