Work From Home - Part-Time Client Onboarding Specialist

AO Garcia Agency; Baton Rouge (LA); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Globe Life offers a remote financial-services role designed for structured days and warm-lead conversations. You will be coached while ramping and supported as you develop your pipeline from warm leads.

The position emphasizes no office requirement and a clear path for high performers to advance, with a focus on client protection and reliable service.

Qualifications

• Experience handling financial services inquiries or sales is a plus.
• Ability to learn new tools quickly during ramp-up.
• Strong communication and follow-up with clients is essential.

Responsibilities

• Engage in structured, warm-lead conversations with prospects.
• Follow up with leads to maintain momentum and book next steps.
• Collaborate with training teammates and managers during ramp-up.

Skills

Warm leads handling

Remote communication

Coaching & ramp-up

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