Work From Home - Virtual Client Concierge

AO Garcia Agency; Westminster (CO); Remote; USD 55,000 - 90,000; 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 hiring for a remote financial-services role focused on guiding clients through information requests and enrollment steps. The position leverages pre-qualified warm leads and a structured onboarding process, with ongoing mentorship to help you grow in a performance-driven setting.

Success hinges on being coachable, building trust with families, and managing multiple steps from information to enrollment. Flexible hours and remote tools support your work-life balance.

Qualifications

• Willingness to be coached and improve through feedback.
• Comfortable working in a performance-driven environment.

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.

Skills

Sales aptitude

Communication

Coachable

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.

Next step is a short Zoom overview.