Remote Client Liaison & Enrollment Specialist

AO Globe Life; Lafayette (LA); 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 offering a remote financial-services seat designed around warm leads and a structured training system. The role emphasizes coaching and long-term career growth, with an emphasis on helping families choose protection options.

Daily work includes speaking with information-seeking individuals, mapping needs to protection options, guiding enrollment, and building a client list. Mentorship and step-by-step onboarding are provided.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and receptive to feedback.
• Ability to work remotely and manage a client list.

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 offering a remote financial-services seat designed around warm leads and a structured training system. The role emphasizes coaching and long-term career growth, with an emphasis on helping families choose protection options.

Daily work includes speaking with information-seeking individuals, mapping needs to protection options, guiding enrollment, and building a client list. Mentorship and step-by-step onboarding are provided.