Remote Client Experience Specialist | Growth & Mentorship

AO Garcia Agency; Springfield (OR); Remote; USD 45,000 - 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 is seeking a remote financial-services specialist to engage warm leads, guide clients through protection options, and manage enrollment flows. The role emphasizes coaching, ongoing mentorship, and building a durable client list.

Flexible hours and remote tools support a balanced schedule while delivering performance-based outcomes. Ideal candidates are self-starters who enjoy helping families and thrive in a coaching environment.

Qualifications

• Willing to be coached and open to 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 seeking a remote financial-services specialist to engage warm leads, guide clients through protection options, and manage enrollment flows. The role emphasizes coaching, ongoing mentorship, and building a durable client list.

Flexible hours and remote tools support a balanced schedule while delivering performance-based outcomes. Ideal candidates are self-starters who enjoy helping families and thrive in a coaching environment.