Remote - Member Services Representative

AO Garcia Agency; Fayetteville (NC); Remote; USD 50,000 - 80,000; 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 is seeking a proactive, remote-enabled specialist to engage with warm leads and guide families through a protective enrollment process. You will learn via step-by-step onboarding and mentorship, with flexible hours and remote tools to support your success.

Daily tasks include speaking with information-seeking individuals, mapping their needs to suitable options, running enrollment flows, and building a client list to service effectively.

Qualifications

• Willingness to be coached and work with warm leads.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication skills

Lead follow-up

Enrollment process

Remote tools

Tools

Remote tools

Job description

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.