Remote Client Onboarding Specialist

AO Garcia Agency; Harrisburg (SD); Remote; USD 45,000 - 75,000; 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 built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, this will not.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment flows, and building a client list. Provided are pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing

Qualifications

• Willing to be coached and receive feedback.
• Self-starter who thrives 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 is offering a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, this will not.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment flows, and building a client list. Provided are pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing