Remote - Client Follow-Up Specialist

AO Garcia Agency; Janesville (WI); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services professional to connect with warm leads and protect families’ incomes. The role emphasizes structured days, no office required, and coaching as you ramp.

You will follow up promptly, maintain a respectful client focus, and learn to use the tools in a fast-paced, remote environment. A strong video presence and quick learners succeed here.

Qualifications

• Experience in financial services is preferred.
• Experience delivering remote client conversations.
• Ability to learn new tools quickly.

Responsibilities

• Engage with warm leads remotely and guide them through the process.
• Follow up promptly to maintain momentum and trust.
• Receive coaching during ramp-up and apply feedback.
• Structure days for consistency in a fully remote setup.

Skills

Warm leads handling

Remote communication

Coaching & ramp-up

Fast learning on tools

Video presence

Tools

CRM tools

Video conferencing tools

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

• 1. The work has a point — families protecting income and future.
• 2. Home base. No office required.
• 3. You are trained before you are expected to perform.
• 4. Your pipeline is warm leads.
• 5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client