Remote Client Intake Specialist

AO Globe Life; Boulder (CO); Remote; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Jobbeschreibung

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