Remote Client Retention Specialist

AO Garcia Agency; St. Louis (MO); Remote; USD 38,000 - 76,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Globe Life is seeking a remote financial-services professional who will engage warm leads and guide clients through protection options. You will participate in a structured onboarding, receive ongoing mentorship, and work in a performance-driven environment from home.

Daily activities include informing interested individuals, mapping needs to suitable protection plans, and guiding enrollment while building a client list.

Qualifications

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

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 remote financial-services professional who will engage warm leads and guide clients through protection options. You will participate in a structured onboarding, receive ongoing mentorship, and work in a performance-driven environment from home.

Daily activities include informing interested individuals, mapping needs to suitable protection plans, and guiding enrollment while building a client list.