Fully Remote - Client Onboarding Specialist

AO Garcia Agency; Pocatello (ID); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

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 remote seat is built around a training system and ongoing mentorship to help you grow.

If you are competitive and coachable, this can become a long-term career. A performance environment with constructive feedback is expected, and there are opportunities to advance with Flexible hours and a structured onboarding process.

Qualifications

• 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.

Next step is a short Zoom overview.