Remote Client Onboarding Specialist — Growth & Mentorship

AO Garcia Agency; Oakland (CA); Remote; USD 50,000 - 70,000; 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 offers a remote financial-services seat in the United States built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career and a path with ongoing coaching.

The daily work includes speaking with people who requested information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.

Qualifications

• Self-starter who is coachable and enjoys helping families.

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 offers a remote financial-services seat in the United States built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career and a path with ongoing coaching.

The daily work includes speaking with people who requested information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.