Remote - Client Relations Associate

AO Garcia Agency; San Antonio (TX); Remote; USD 42,000 - 68,000; 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 self-motivated individuals for a remote financial-services seat built around warm leads and a structured training system. You will speak with people who asked for information, map needs to protection options, run a simple enrollment flow, and build a client list.

Provided are pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. The role suits self-starters who enjoy helping families and performing in a results-driven

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and accept feedback.
• Comfortable in a results-driven, remote work 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.

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.