Remote Client Onboarding Specialist: Mentorship & Flexible

AO Globe Life; Rochester (NH); Remote; USD 40,000 - 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 Garcia Agency is seeking a remote financial-services specialist to engage with interested clients, map needs to protection options, and guide them through a simple enrollment flow. The role centers on coaching, warmth, and a service mindset.

You will work with pre-qualified warm leads, receive step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship, with a strong emphasis on performance and long-term career growth.

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

This is 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

• Speak with people who asked for information

• Map needs to available protection options

• Run a simple enrollment flow

• Build and service a client list

Provided

• Pre-qualified warm leads

• Step-by-step onboarding

• Remote tools

• Flexible hours

• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.

Next step is a short Zoom overview. Apply to book it.