Part Time Health Insurance Enrollment Jobs in California

Sales, Enrollment & Outreach Specialist

Part-Time Employee | Fully Remote | Mission-Driven Growth Role

Apply if you are a California resident

Executive Functions, Inc. (dba EF Specialists)

About Executive Function Specialists (EFS)

Executive Function Specialists (EFS) is a nationally recognized coaching and support organization helping students with ADHD, executive functioning challenges, autism, and other learning differences achieve success in school, at home, and in life. For more than seven years, EFS has transformed the lives of students and families through a proven process that combines expertise, accountability, compassion, and measurable outcomes. Our team is fully remote, highly collaborative, and deeply committed to helping every family feel supported from their very first interaction with our organization.

Why This Role Matters

This is one of the most important positions within EFS. As the first point of contact for prospective families, the Sales, Enrollment & Outreach Specialistserves as the face of our organization and the steward of our customer experience. You will help families and other key stakeholders understand our services, guide them through the enrollment process, and ensure that every inquiry receives timely, thoughtful follow-up. Your ability to build trust, create connections, and maintain an organized sales process directly impacts the growth of our business and the lives of the families we serve.

Position Summary

The Sales, Enrollment & Outreach Specialistmanages the client journey from initial inquiry through Enrollment and successful Onboarding with an EFS coach. This individual conducts consultation calls, manages the lead pipeline, maintains CRM data, monitors conversion metrics, re-engages inactive leads, and ensures families experience a seamless, organized, and supportive transition into active coaching services.

This role will leverage their existing relationships and bring strategic outreach to expand the clients EF Specialists serves. You will drive new business opportunities by networking with referral partners that include California school districts, Special Ed Attorneys, Educational Consultants, Independent Facilitators, and Neuropsychologists.

Key Responsibilities

• Manage your booking calendar and conduct discovery and enrollment calls with prospective families throughout the week.
• Respond to new inquiries rapidly and uphold EFS standards for responsiveness and customer care.
• Own the sales pipeline within Go High Level CRM and ensure every lead receives timely follow-up.
• Track prospects through each stage of the enrollment journey.
• Identify stalled opportunities and proactively re-engage prospective clients.
• Determine when leads should be marked inactive or abandoned and maintain accurate records.
• Maintain clean CRM data to support reporting, forecasting, and conversion tracking.
• Monitor lead sources, enrollment trends, and conversion rates.
• Prepare regular pipeline reports and updates for leadership.
• Collaborate with leadership to improve processes, increase conversions, and enhance our customer experience.
• Represent the EFS mission, values, and brand with professionalism, warmth, and empathy.
• Serve as a trusted guide for families throughout the enrollment process, helping ensure each student is thoughtfully paired with the EFS coach best positioned to support their unique goals, learning profile, and needs.
• Ensure families experience a smooth, organized transition from enrollment to active coaching services.
• Serve as the primary point of contact during the onboarding phase and proactively communicate next steps to families.

Required Experience & Qualifications

• 2+ years of experience in consultative sales, enrollment, admissions, customer success, Business Development, or relationship-based customer service. Experience in Special Education, Education, Coaching, or Family Services is strongly preferred.
• Demonstrated success managing sales opportunities and pipelines.
• Experience working within a CRM system.
• Excellent communication, presentation, and relationship-building skills.
• Strong organizational skills and exceptional attention to detail.
• Ability to work independently and manage multiple priorities in a remote environment.
• Comfortable discussing performance metrics, conversion rates, and pipeline reporting.
  

Preferred Qualifications

• Experience using Go High Level CRM.
• Experience in education, special education, coaching, tutoring, therapy, behavioral health, or family services.
• Understanding of ADHD, executive functioning challenges, autism spectrum disorders, neurodiversity, or learning differences.
• Experience working within a small business, startup, or entrepreneurial environment.

Education

• Completion of a Bachelor's degree or equivalent coursework is preferred.
• Minimum of three years of sales experience preferred.

Success in This Role Looks Like

• Every lead receives prompt and professional follow-up.
• The CRM remains accurate, current, and actionable.
• Leadership has clear visibility into pipeline performance.
• Families consistently report a positive and welcoming experience.
• Enrollment and conversion goals are achieved or exceeded.
• Ability to solicit positive Google reviews from happy clients

Position Details and Compensation

• Part-time, approx 20 hours per week
• Fully remote company
• Competitive rates and flexible hours
• Typical work hours occur in the afternoon and early evening to support families across multiple time zones.
• Reports to EFS Executive Leadership
• Compensation: $40-$50 per hr. + New client sign-up bonus
  
• Rates are Commensurate with experience, plus potential performance-based incentives.
  

Our Mission

We believe every student can learn. With the right coaching, students with executive function challenges can build the skills, confidence, and independence that transform not only their academic success-but their lives.

Ready to Join Us?

If you read this and thought,"That's me,"we'd love to hear from you. Send us a cover letter on why you would be a great fit.

Learn more about EF Specialists:https://www.efspecialists.com/