Work From Home - Part-Time Client Care Coordinator

AO Garcia Agency; Oakland (CA); Remoto; USD 42.000 - 72.000; 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 role focused on assisting families with protection options. You will work with warm leads, follow a structured training system, and receive ongoing mentorship to grow in a performance-driven environment.

The position offers flexible hours and remote tools, with onboarding designed to guide you through a step-by-step process. Ideal for self-starters who enjoy helping families and are coachable.

Competenze

• Willing to be coached and work in a performance-driven environment.
• Ability to engage with clients and help families in a remote setting.

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

Communication

Customer service

Coaching/mentoring

Sales

Strumenti

CRM

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.