Remote Client Onboarding & Enrollment Specialist

AO Globe Life; Pawtucket (RI); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Globe Life in a remote role seeks a financial-services representative to engage with warm leads and guide families through enrollment options.

You will map needs to available protection options, run enrollment flows, and build a serviced client list, with step-by-step onboarding and ongoing mentorship to support your growth.

Flexible hours and a coaching culture emphasize performance and feedback, making this a long-term career for self-starters who enjoy helping families.

Qualifications

• Self-starters who are coachable and enjoy helping families.
• Able to thrive in a performance-driven environment.

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 in a remote role seeks a financial-services representative to engage with warm leads and guide families through enrollment options.

You will map needs to available protection options, run enrollment flows, and build a serviced client list, with step-by-step onboarding and ongoing mentorship to support your growth.

Flexible hours and a coaching culture emphasize performance and feedback, making this a long-term career for self-starters who enjoy helping families.