Remote - Benefits Navigation Specialist

AO Garcia Agency; Provo (UT); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Job summary

AO Globe Life is seeking self-motivated individuals for a remote financial-services seat built around warm leads and a proven training system. If you are competitive and coachable, this can become a long-term career.

Daily work includes speaking with people who requested information, mapping needs to protection options, running enrollment flows, and building a client list. You will be supported by pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Self-starter, coachable and motivated to help families.
• Experience communicating with potential clients is beneficial.
• Able to work with warm leads and follow a defined enrollment flow.

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 orientation

Goal oriented

Tools

Remote 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.