Remote Client Enrollment & Follow-Up Specialist

AO Globe Life; Meridian (ID); Remote; USD 60,000 - 90,000; 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 financial-services professional to join a seat built around warm leads and a training system. If you thrive on coaching and helping families, this can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a serviced client list. Provided: pre-qualified warm leads, onboarding, remote tools, flexible hours, ongoing mentorship.

Qualifications

• Willingness to be coached and work remotely with leads.
• Ability to thrive in a performance-driven 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

Skills

Communication

Coaching mindset

Self-starter

Job description

AO Globe Life is seeking a remote financial-services professional to join a seat built around warm leads and a training system. If you thrive on coaching and helping families, this can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a serviced client list. Provided: pre-qualified warm leads, onboarding, remote tools, flexible hours, ongoing mentorship.