Client Onboarding Specialist - Remote

AO Garcia Agency; Coventry (RI); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services professional to engage with warm leads and guide families in protecting income and future. The role emphasizes structured days, coaching during ramp-up, and a no-office requirement, enabling you to operate from home and manage a personal pipeline.

Successful candidates will follow up promptly, present a professional video presence, and learn tools quickly while maintaining client respect. A clear onboarding path supports early success.

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

• 1. The work has a point — families protecting income and future.
• 2. Home base. No office required.
• 3. You are trained before you are expected to perform.
• 4. Your pipeline is warm leads.
• 5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client