Work From Home - Client Relations Associate

AO Garcia Agency; Lansdale (Montgomery County); Remoto; USD 40.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descrizione del lavoro

AO Globe Life is seeking a remote financial-services professional to engage warm leads and guide them through a simple enrollment flow. This role emphasizes coaching, performance-driven work, and ongoing mentorship in a supportive training environment.

Successful candidates are self-starters who enjoy helping families, welcome feedback, and can thrive without constant supervision in a results-focused setting.

Competenze

• Willingness to be coached and accept feedback.
• Ability to work with warm leads and navigate enrollment flows.

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.

Conoscenze

Self-starter

Coachable

Relationship building

Strumenti

Remote tools

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.