Remote Financial Services Specialist — Warm Leads

AO Globe Life; Wahpeton (ND); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services professional to engage with warm leads and guide clients through structured conversations. You will ramp with coaching and training before taking on independent responsibilities from home.

The role emphasizes timely follow-ups, professional communication, and a client-first approach, with opportunities for advancement for top performers.

Qualifications

• Remote-friendly role with structured days.
• Warm-lead conversations and coaching while ramping.
• Strong communication and professional presence required.
• Ability to follow processes and protect client confidentiality.

Responsibilities

• Handle remote financial-services conversations with warm leads.
• Follow up promptly and maintain organized daily schedule.
• Engage clients, coach during ramp-up, and uphold service standards.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Globe Life is seeking a remote financial-services professional to engage with warm leads and guide clients through structured conversations. You will ramp with coaching and training before taking on independent responsibilities from home.

The role emphasizes timely follow-ups, professional communication, and a client-first approach, with opportunities for advancement for top performers.