Remote Client Onboarding Specialist - Mentorship & Growth

AO Garcia Agency; Apex (NC); 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 Globe Life is seeking a self-starting professional for a remote financial-services seat built around warm leads and a structured training system. The role emphasizes coaching and feedback, with ongoing mentorship to help you grow into a long-term career.

If you thrive on conversations and coaching, this is a fit. You will engage potential clients, map protection needs, guide enrollments, and build a client list while enjoying flexible hours and remote work tools.

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 seeking a self-starting professional for a remote financial-services seat built around warm leads and a structured training system. The role emphasizes coaching and feedback, with ongoing mentorship to help you grow into a long-term career.

If you thrive on conversations and coaching, this is a fit. You will engage potential clients, map protection needs, guide enrollments, and build a client list while enjoying flexible hours and remote work tools.