Work From Home - Client Onboarding Specialist

AO Garcia Agency; Pawtucket (RI); Remoto; USD 50.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Descrizione del lavoro

AO Globe Life in a remote role seeks a financial-services representative to engage with warm leads and guide families through enrollment options.

You will map needs to available protection options, run enrollment flows, and build a serviced client list, with step-by-step onboarding and ongoing mentorship to support your growth.

Flexible hours and a coaching culture emphasize performance and feedback, making this a long-term career for self-starters who enjoy helping families.

Competenze

• Self-starters who are coachable and enjoy helping families.
• Able to thrive in a performance-driven environment.

Mansioni

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

Descrizione del lavoro

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.