Fully Remote - Client Onboarding Specialist

AO Garcia Agency; Stillwater (OK); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding process

Remote tools

Flexible hours

Mentorship

Job summary

AO Globe Life is seeking a motivated professional for a remote financial-services role. You will engage with warm leads, map protection options, guide enrollments, and build a client list while working with ongoing mentorship in a flexible schedule.

Cooperate in a coached environment to grow into a long-term career, with a structured onboarding and remote tools to support daily outreach.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and accept 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.

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.