Work From Home - Client Onboarding Specialist

AO Garcia Agency; Oakland (CA); A distancia; USD 50.000 - 70.000; 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 in the United States built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career and a path with ongoing coaching.

The daily work includes speaking with people who requested information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.

Formación

• Self-starter who is coachable and enjoys helping families.

Responsabilidades

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

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.