Fully Remote Benefits Intake Specialist

AO Garcia Agency; Greenville (MS); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Globe Life is seeking a motivated professional for a remote financial-services role built around warm leads and a structured training system. This position offers long-term career potential for individuals who are coachable and eager to improve.

If you prefer not to have conversations, this role will not suit you. Daily activities include speaking with information-seeking individuals, mapping needs to protection options, guiding enrollment, and maintaining a client list.

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.

Next step is a short Zoom overview.