Remote Client Experience Coach - Financial Services

AO Globe Life; Jersey City (NJ); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services professional to engage with warm leads, guiding conversations from first contact through to a successful outcome. The role offers structured days, coaching while you ramp, and the flexibility of a home-based position.

You will follow up promptly, maintain a clean video presence, and learn new tools quickly while upholding the client’s best interests as you build trust and protect families’ incomes and futures.

Responsibilities

• Engage with warm leads and nurture conversations remotely.
• Follow up promptly and maintain a professional video presence.
• Learn tools quickly and respect the client in all interactions.

Job description

AO Globe Life is seeking a remote financial-services professional to engage with warm leads, guiding conversations from first contact through to a successful outcome. The role offers structured days, coaching while you ramp, and the flexibility of a home-based position.

You will follow up promptly, maintain a clean video presence, and learn new tools quickly while upholding the client’s best interests as you build trust and protect families’ incomes and futures.