Work From Home Benefits Intake Specialist

AO Garcia Agency; Mandan (ND); Remote; USD 48,000 - 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 is offering a remote financial-services seat designed around warm leads and a structured training program. The role suits self-starters who enjoy helping families and are coachable within a performance-driven environment. You will have ongoing mentorship and flexible hours.

Daily tasks include speaking with information-seekers, mapping needs for protection options, and guiding clients through enrollment flows while building a lasting client list.

Qualifications

• Must be a self-starter who enjoys helping families and thrives in a performance-driven environment.
• Willingness to be coached and to adopt a training system.
• Excellent communication and relationship-building abilities.

Responsibilities

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

Skills

Communication

Coachability

Goal oriented

Tools

CRM software

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.