Remote - Client Relations Associate

AO Garcia Agency; Saint Petersburg (FL); Remote; USD 45,000 - 60,000; 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 offering a remote financial-services seat built around warm leads and a structured training system. You will speak with people who requested information and guide them through a simple enrollment flow, while building and servicing a client list.

We provide pre-qualified leads, onboarding steps, remote tools, flexible hours and ongoing mentorship. If you are coachable, self-starting and enjoy helping families, this can become a long-term career.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Next step is a short Zoom overview.

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.