Remote Client Onboarding Expert

AO Garcia Agency; Cranston (RI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Warm leads

Onboarding support

Remote tools

Flexible hours

Mentorship program

Job summary

AO Globe Life is offering a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. The next step is a short Zoom overview.

Qualifications

• Self-starters who like helping families and can handle a performance 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 is offering a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. The next step is a short Zoom overview.