Remote - Client Success Team Lead

AO Garcia Agency; Lehi (UT); A distancia; USD 40.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Self-motivation

People skills

Goal-oriented

Descripción del empleo

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.

Next step is a short Zoom overview.