Remote Client Success Lead - Growth & Coaching

AO Garcia Agency; Boulder (CO); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced reps

Leadership path

Job summary

AO Globe Life offers a remote career where you engage with clients who have requested information on financial protection. You will discuss benefits, coach clients through enrollment when appropriate, and maintain a disciplined follow-up rhythm. Interviews are conducted via Zoom, with training and coaching provided to help you succeed.

Ideal candidates are competitive, coachable, and comfortable on camera, with a clear process to follow and potential pathways into leadership for top performers.

Qualifications

• Must be able to explain options clearly to clients.
• Comfortable speaking on camera during sessions.
• Able to manage follow-up and stay organized.

Responsibilities

• Take warm conversations from leads rather than cold calls.
• Explain financial-protection options in simple terms.
• Help clients enroll when it is a fit and appropriate.
• Maintain a clean follow-up rhythm with clients.

Skills

Communication

Coachable

On-camera

Job description

AO Globe Life offers a remote career where you engage with clients who have requested information on financial protection. You will discuss benefits, coach clients through enrollment when appropriate, and maintain a disciplined follow-up rhythm. Interviews are conducted via Zoom, with training and coaching provided to help you succeed.

Ideal candidates are competitive, coachable, and comfortable on camera, with a clear process to follow and potential pathways into leadership for top performers.