Remote - Client Onboarding Specialist

AO Garcia Agency; Columbus (GA); Remote; USD 55,000 - 90,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services professional to engage warm leads and convert interest into meaningful conversations. The role emphasizes structured days, coaching during ramp, and no office requirement.

You will work from home across the United States, with a pipeline built from warm leads and a clear path for high performers into a leadership track. Applicants should be quick learners, comfortable with digital tools, and committed to protecting families' income through

Qualifications

• Experience in remote financial-services or sales environments preferred.
• Ability to handle warm leads with professional follow-up and consultative approach.
• Strong communication and quick learning of tools used in remote work.

Responsibilities

• Engage in warm-lead conversations and guide prospects through next steps.
• Maintain timely follow-ups and document interactions in CRM.
• Ramp with coaching and apply feedback to improve performance quickly.
• Uphold client trust and provide responsible financial-service guidance.

Skills

Warm lead conversations

Coaching & ramping

Fast learner

Client respect

Job description

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