Remote Client Success Lead - Mentored Growth

AO Garcia Agency; Lehi (UT); Remote; USD 40,000 - 65,000; 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 willing to be coached, it can become a long-term career with ongoing mentorship and flexible hours.

Daily tasks include speaking with information-seeking individuals, mapping needs to protection options, running enrollment flows, and building a client list. This role emphasizes coaching, feedback, and performance expectations.

Qualifications

• Self-starter with a willingness to be coached.
• Comfortable helping families with financial services.
• Thrives in a performance-driven environment.

Responsibilities

• Speak with people who asked for information and provide guidance.
• Map needs to available protection options for clients.
• Run a simple enrollment flow with prospects.
• Build and service a client list to foster long-term relationships.

Skills

Self-motivation

People skills

Goal-oriented

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 willing to be coached, it can become a long-term career with ongoing mentorship and flexible hours.

Daily tasks include speaking with information-seeking individuals, mapping needs to protection options, running enrollment flows, and building a client list. This role emphasizes coaching, feedback, and performance expectations.