Work From Home - Client Onboarding Specialist

AO Garcia Agency; Santa Ana (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Globe Life is seeking a remote financial services professional based in Santa Ana, CA to convert warm leads and guide families toward protected income options.

The role emphasizes structured days, supportive ramp-up coaching, and fast learning on tools, with no office required and performance-driven advancement through a leadership track for top performers.

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

• 1. The work has a point — families protecting income and future.
• 2. Home base. No office required.
• 3. You are trained before you are expected to perform.
• 4. Your pipeline is warm leads.
• 5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client