Remote Client Enrollment & Follow-Up Specialist

AO Garcia Agency; Madison (WI); Remote; USD 44,000 - 70,000; 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 seat built around warm leads and a structured training system. Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.

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. Next step is a short Zoom overview.

Qualifications

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

AO Globe Life is offering a remote financial-services seat built around warm leads and a structured training system. Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.

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. Next step is a short Zoom overview.