Remote Client Enrollment & Follow-Up Specialist

AO Garcia Agency; Missoula (MT); Remote; USD 40,000 - 60,000; 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 offers a remote financial-services role designed around warm leads and a structured training program. The position rewards competitiveness and coachability with potential for a long-term career.

Daily tasks include speaking with interested individuals, mapping needs to protection options, guiding enrollments, and building a robust client list. Pre-qualified leads and ongoing mentorship are provided to support success.

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 offers a remote financial-services role designed around warm leads and a structured training program. The position rewards competitiveness and coachability with potential for a long-term career.

Daily tasks include speaking with interested individuals, mapping needs to protection options, guiding enrollments, and building a robust client list. Pre-qualified leads and ongoing mentorship are provided to support success.