Work From Home - Part-Time Client Onboarding Specialist

AO Garcia Agency; Murfreesboro (TN); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Leadership track

Job summary

AO Globe Life in the United States is seeking a remote financial-services professional to engage with warm leads and provide coaching during ramp-up. The role emphasizes structured days and no office required.

You will follow up on interested individuals, maintain video presence, learn tools quickly, and have access to a leadership track for top performers.

Qualifications

• Strong communication skills with clients in a remote setting.
• Ability to quickly learn new tools and systems.
• Comfort with video calls and warm-lead conversations.

Responsibilities

• Engage with warm leads via structured daily routine.
• Conduct warm-lead conversations and follow up to nurture opportunities.
• Provide coaching and ramp-up support to new prospects; maintain client focus.

Skills

Communication

Active listening

Video presence

Fast learning

Tools

CRM software

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