Work From Home - Client Follow-Up Specialist

AO Garcia Agency

Joplin (MO)

Remote

USD 40,000 - 70,000

Full time

3 days ago
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Benefits offered by this job

Remote tools
Flexible hours
Onboarding program
Mentorship program

Job summary

AO Globe Life is a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this role offers a path to a long-term career with onboarding, ongoing mentorship, and flexible hours.

Daily tasks include speaking with inquiries, mapping needs to protection options, and running enrollment flows while building a serviced client list. A Zoom overview is next to assess fit.

Qualifications

  • Self-starters who like helping families and can handle a performance environment.
  • Willingness to be coached and receptive to feedback.
  • Ability to thrive in a remote, target-driven role.

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

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.

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