Remote - Client Onboarding Specialist

AO Garcia Agency; Williston (ND); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services professional to engage warm leads and deliver coaching while ramping. The role emphasizes structured days, no office required, and a focus on helping families protect income and future.

The position trains before performance and relies on a pipeline of warm leads, with a strong emphasis on timely follow-up and professional video presence. This is a remote opportunity across the United States.

Qualifications

• Warm-lead conversations to engage potential clients.
• Coaching and ramping support as you start the role.
• Maintaining a professional video presence during outreach.
• Respect for the client and timely follow-ups.

Responsibilities

• Engage with warm leads in a remote financial-services role.
• Follow structured daily routines to maximize outreach.
• Learn tools quickly and adapt to client needs.
• No office required; work remotely across the United States.

Skills

Warm-lead conversations

Coaching while ramping

Video presence

On-time follow-up

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