Fully Remote Benefits Intake Specialist

AO Garcia Agency; Decatur (AL); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Globe Life is offering a remote financial services seat that leverages warm leads and a structured training system. This role rewards competitive individuals who are coachable and eager for career growth, with a focus on helping families through enrollment and protection options.

The position emphasizes ongoing mentorship, a step-by-step onboarding process, and flexible hours. A long-term career path is highlighted for those who thrive on feedback and performance expectations.

Qualifications

• Self-starter who enjoys helping families.
• Comfort with a performance-driven environment 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

Lead generation

Enrollment handling

Coaching & feedback

Tools

CRM software

Enrollment tools

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.