Remote Client Intake Pro - Financial Services

AO Globe Life; Boulder (CO); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services professional who engages with warm leads and guides prospects through conversations. The role emphasizes structured days, coaching while ramping, and a results-driven approach to helping families protect income.

You will be trained before performance expectations, with a pipeline built on warm leads and a potential leadership track for top performers. Home base is flexible, with no office required.

Qualifications

• Must follow up in a timely and professional manner.
• Maintain a clean and confident video presence during calls.
• Able to learn and adapt to new tools quickly.
• Show respect and courtesy to clients at all times.

Responsibilities

• Engage warm leads and start conversations with prospects.
• Structure daily activities around coaching and ramp-up progress.
• Support clients through structured guidance as you ramp up.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Globe Life is seeking a remote financial-services professional who engages with warm leads and guides prospects through conversations. The role emphasizes structured days, coaching while ramping, and a results-driven approach to helping families protect income.

You will be trained before performance expectations, with a pipeline built on warm leads and a potential leadership track for top performers. Home base is flexible, with no office required.