Remote - Client Success Team Lead

AO Garcia Agency; Eagle Mountain (UT); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Leadership track

Structured ramp training

Job summary

AO Globe Life in Utah is seeking a remote financial-services professional who works with warm leads and follows a structured daily rhythm. You will talk with people who already raised their hand and receive coaching as you ramp to full performance.

The role rewards quick learners with a strong video presence and a disciplined follow-up approach, focused on helping families protect income and future. High performers can access a leadership track.

Qualifications

• Timely follow-up is essential.
• Maintain a strong video presence during remote meetings.
• Demonstrate the ability to learn new tools quickly.
• Treat clients with respect and discretion.

Responsibilities

• Speak with warm leads to understand needs and guide conversations.
• Coach clients while ramping in a remote setting.
• Maintain a structured daily schedule and clear pipeline.
• Ensure timely follow-up and accurate documentation.

Skills

Timely follow-up

Video presence

Fast learner

Client respect

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

• 1. The work has a point — families protecting income and future.
• 2. Home base. No office required.
• 3. You are trained before you are expected to perform.
• 4. Your pipeline is warm leads.
• 5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client