Client Onboarding Specialist - Remote

AO Garcia Agency; Gary (IN); Remote; USD 21,000 - 39,000; 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 enrollment advisor to work with warm leads in a coaching-forward environment. You will engage prospective clients, explain protection options, and guide them through a simple enrollment flow from a fully remote setup.

Ideal candidates are self-starters who enjoy helping families, accept feedback, and thrive in a performance-based culture. Flexible hours and ongoing mentorship are provided, with a short Zoom overview as the next step.

Qualifications

• Must be self-motivated and coachable.
• Comfortable working in a performance-driven environment.
• Willing to engage with coaching and feedback.

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.

Skills

Communication

Coaching

Self-motivated

Time management

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.

Next step is a short Zoom overview.