A
Posted 1 day ago
Part-Time Work From Home Client Support Representative
MiltonRemote
AI Summary
Enrollment Specialist handles warm leads in financial services, mapping client needs to protection options and running enrollment flows while building and servicing a client list.
About this role
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.
Next step is a short Zoom overview. Apply to book it.
Skills
CRMEnrollment SystemsFinancial ProductsInsurance EnrollmentLead ManagementRemote Collaboration ToolsSales Funnel ManagementZoom
Explore related jobs
More jobs at AO Garcia Agency
- APart-Time Client Care Specialist - RemoteBurlington, Ontario
- ARemote Benefits Intake AssociateOakville, Ontario
- ARemote Family Care Benefits RepresentativeRichmond, British Columbia
- ARemote Leadership Development AssociateWindsor, Ontario
- AHome-Based Benefits RepresentativeBurnaby, British Columbia
- AProtection Services Representative - RemoteKitchener, Ontario
Similar CRM jobs
Jobs in Milton
- DCustomer Service Rep(04905) - 6551 Caroline StDomino's · Milton, FL
- M
Retail Sales Consultant (Full Time)Mister Safety Shoes · Milton, Ontario - R
Associate Director, Facilities and EngineeringReplimune · Milton Park - HGeneral RadiologistHMFP at BIDMC, Inc. · BID Milton Hospital
- HPathologistHMFP at BIDMC, Inc. · BID Milton Hospital
- CLicensed Practical Nurse (LPN) - Fulltime DayshiftCareers Correctcaresolutions · Milton, FL
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.