Fully Remote - Client Onboarding Specialist

AO Garcia Agency; Chesapeake (VA); 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 offering a remote financial-services role centered on warm leads and a structured training system. You will be coached to develop a long-term career, with opportunities in a performance-driven environment. This position emphasizes client protection options and personalized enrollment support.

The role is remote with flexible hours and ongoing mentorship to help you grow. A strong communicator who enjoys helping families will fit well in this team-oriented setting.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Strong communication and active listening skills.
• Comfort with coaching and feedback in a fast-paced setting.

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

Self-motivation

Communication skills

Coaching-friendly

Remote work

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.