Remote Benefits Intake Coordinator

AO Garcia Agency; Montgomery (AL); Remote; USD 40,000 - 65,000; 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 seeking a remote sales/education specialist to engage with warm leads and guide them through a simple enrollment flow. You will be coached and mentored as part of structured onboarding, aiming for long-term career growth in a performance-based environment.

Ideal candidates are self-starters who enjoy helping families and can thrive without constant supervision. The role starts with a Zoom overview and remote tools to support outreach and scheduling.

Qualifications

• Clear and effective verbal and written communication.
• Ability to coach and mentor teammates.
• Self-motivated with a results-driven mindset.

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

Communication

Coaching & Mentoring

Self-motivated

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.