Client Services Team Leader - Work From Home

Summary

AO - Anebo (A-Team) Agency is hiring for a remote financial-services client services leadership role. The position involves warm-lead conversations with families, structured follow-up, client respect, learning new tools, and progressing toward leadership through coaching and performance.

Responsibilities

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Skills

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Qualifications

Must Haves

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Benefits

• Remote work with no office required
• Training before being expected to perform
• Warm leads provided
• High performers get a leadership track