Financial Services Client Advocacy Lead Richmond

Financial Services Client Advocacy Lead Richmond

09 Nov
|
- AO / Globe Life
|
Richmond

09 Nov

- AO / Globe Life

Richmond

Support families protecting income and future through respectful client advocacy, warm leads, and structured remote financial-services work.

This Client Advocacy Team Lead position focuses on conversations with people who already raised a hand. You will work from home without an office requirement and receive training before performance expectations. Coaching supports your ramp, while structured days provide the work pattern. High performers can access a leadership track.

Key Responsibilities:
Discuss financial-services needs with warm leads
Support families protecting income and future
Complete follow-up on time
Use tools after receiving training
Maintain respectful client conversations

Requirements:
Interest in client advocacy and financial services
Ability to work from home
On-time follow-up
Quick learning on tools
Clean video presence

Bring respectful advocacy, warm-lead communication, and dependable follow-up to a remote financial-services leadership track.

📌 Financial Services Client Advocacy Lead Richmond
🏢 - AO / Globe Life
📍 Richmond

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