Work From Home - Virtual Client Concierge

AO Garcia Agency; Overland Park (KS); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Globe Life is seeking a remote sales-focused professional to engage warm leads and guide families through a simple enrollment flow. You will receive step-by-step onboarding and ongoing mentorship, with flexible hours designed for remote work.

This role emphasizes coaching, feedback, and performance in a supportive training environment, aiming to build long-term client relationships while delivering protected coverage options.

Qualifications

• Self-starter with a proactive approach to helping families.
• Comfortable in a performance-driven environment and open to feedback.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

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.