Turn warm leads into meaningful financial-services conversations, with structured remote days and coaching during your initial ramp.

As a Client Advocacy Team Lead, you will talk with people who have already raised a hand. The remote setup requires no office, while structured days organize your work. Training comes before performance expectations, and coaching supports your ramp. Your conversations help families protect income and future.

Key Responsibilities:

- Speak with people who already expressed interest
- Handle warm-lead financial-services conversations
- Complete on-time follow-up with clients
- Learn required tools quickly
- Present yourself cleanly on video

Requirements:

- Respect for every client interaction
- Reliable, on-time follow-up habits
- Comfort working from home remotely
- Ability to learn tools quickly
- Clean video presence

Build client advocacy through warm leads, structured follow-up, tool learning, and respectful financial-services conversations.

📌 Warm Lead Financial Services Lead (Richmond)
🏢 - AO / Globe Life
📍 Richmond