Client Onboarding Specialist - Remote

AO Garcia Agency; Lee's Summit (MO); Remote; USD 40,000 - 60,000; 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 with warm leads and guide families through protection options. This role is built around a training system and coaching to help you grow into a long-term career.

We offer pre-qualified leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. You should be self-motivated, coachable, and comfortable thriving in a performance-driven environment.

Qualifications

• Remote financial-services position built around warm leads and a training system.
• Onboarding includes step-by-step guidance and ongoing mentorship.
• Flexible hours and remote tools provided.
• Self-starters who like helping families and can handle a performance environment.

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.