Client Onboarding Specialist - Remote

AO Garcia Agency; Fairmont (WV); Remote; USD 38,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Globe Life is seeking a remote financial-services professional to engage warm leads and guide clients through simple enrollment flows. You’ll be coached and mentored in a performance-driven environment while building a long-term career with flexible hours and a structured onboarding process.

This role emphasizes proactive outreach, relationship-building, and delivering protection options tailored to families’ needs, with remote tools and ongoing mentorship provided.

Qualifications

• 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.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Job description

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.