Remote Client Portfolio Specialist (Flexible Hours)

AO Globe Life; Box Elder (SD); Remote; USD 35,000 - 55,000; 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 built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running enrollment flows, and building a client list. Pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship are

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and receive feedback.
• Comfort with remote work in a results-driven setting.

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.

Skills

Self-starter

Coachable

Client service

Tools

CRM software

Job description

AO Globe Life offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running enrollment flows, and building a client list. Pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship are