Company: AO Location: 100% Remote Are you passionate about sales and motivated by the opportunity to help others protect their future? If you’re driven, self-motivated, and energized by performance-based success, this fully remote opportunity could be the perfect fit. AO is expanding and seeking dynamic professionals to join our team as Remote Sales Representatives. This role offers the freedom to work from anywhere, earn based on your results, and build a meaningful, flexible career—all while helping families make informed financial decisions. Role Overview As a Remote Sales Representative, you will connect with prospective clients, educate them on life insurance solutions, and guide them toward coverage that meets their needs. This is a consultative, relationship-focused role supported by comprehensive training, mentorship, and proven systems. Why Join AO? Work-From-Anywhere Flexibility Design your ideal schedule while maintaining focus on results and productivity. Performance-Based Compensation Enjoy uncapped earning potential—your effort and consistency directly impact your income. Comprehensive Training Receive in-depth training on products, compliance, and sales strategies. No prior insurance experience required. Career Growth Opportunities Advance within a rapidly growing organization that promotes from within and supports long-term development. Key Responsibilities Client Engagement Connect with prospective clients to understand their needs, goals, and concerns. Education & Guidance Explain life insurance options clearly and confidently in a way clients understand. Personalized Solutions Recommend tailored coverage options that align with each client’s situation. Quote Preparation & Presentation Prepare and present quotes, ensuring clients fully understand their options. Pipeline Development Build and manage your client base while working toward individual and team goals. What We’re Looking For - Strong communication skills with the ability to build trust and rapport - Confidence in persuasion and guiding client decisions - Self-motivated, goal-oriented mindset - Ability to work independently in a remote environment - Skill in simplifying complex information for clients Sales or insurance experience is helpful but not required—full training and ongoing mentorship are provided. What Success Looks Like Top performers are proactive, disciplined, and committed to continuous improvement. They approach sales as service, prioritize relationships, and take ownership of their results. Ready to Take the Next Step? If you’re a self-driven professional who values flexibility, wants control over your income, and enjoys helping others, we encourage you to apply today. Build a career where your effort drives your success, your work makes a difference, and your office is wherever you choose. 🚀

Role Description As an Onboarding Success Specialist, you’ll be part of a growing team responsible for launching and supporting a digital experience offering for our customers. This role bridges customer success, onboarding, and basic technical implementation - ensuring every client’s experience is aligned with their business needs and delivers value from day one. You’ll be one of the members of the onboarding team, helping define the playbook and set the tone for how we bring this new solution to life for our customers. Your work will directly impact customer satisfaction, retention, and time-to-value. - Manage the end-to-end onboarding of customers using for multiple products including initial outreach, requirements gathering, and setup coordination. - Tailor and configure customer-facing templates based on client inputs and business goals – no custom development required, but small updates and adjustments will be common. - Implement scheduling tools and CRM. This includes integration, configuration, training and enablement. - Serve as the primary point of contact for customers throughout their onboarding journey, delivering a high-touch experience and responsive support. - Troubleshoot technical issues and coordinate timely updates to live configurations as needed. - Collaborate closely with teammates focused on integrations, scheduling, and CRM setup to create a seamless onboarding experience. - Own the free trial to paid conversion process to ensure customer adoption. - Seeks out new knowledge and approaches problems with a mindset of exploration in regards to AutoOps and Steer Products. Qualifications - 2+ years of experience in customer onboarding, customer success, or implementation support - ideally in a SaaS or digital tools environment. - Experience managing a client-facing product or tool on behalf of customers (e.g., configuring, launching, or supporting a templated platform, dashboard, or embedded experience). - Strong communication skills. - Customer-first mindset. - Ability to manage multiple onboarding projects at once, with strong organization and follow-through. - Proactive, resourceful, and ownership-driven - you anticipate needs and take initiative. - Experience with KPIs, including Time to Live and Time to Onboarding Complete. - Experience with a CRM such as Hubspot, Salesforce, etc. - Experience onboarding and training on multiple products or modules. Requirements - Experience with templated content platforms, CMS tools, or WYSIWYG editing. - Exposure to scheduling or CRM tools. - Comfort with technical troubleshooting or support escalation workflows. - Experience with a high-volume environment and short onboarding cycles. - Experience onboarding low-tech customers. Interview Process - Initial Screen - 20min - Wonderlic Assessment - 35min - Hiring Manager Interview - 30min - Cross Functional Interview - 45min - Career Journey Interview - 60min - Reference Checks Benefits - 100% remote work environment - Medical, Dental and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH Equipment - Chance to work with the latest technology - A collaborative, high ownership culture - Opportunities for development and career growth

• Lead onboarding sessions and walkthroughs • Help clients understand how to use the product • Support users as they learn workflows

• Manage the end-to-end onboarding of customers using for multiple products including initial outreach, requirements gathering, and setup coordination • Tailor and configure customer-facing templates based on client inputs and business goals – no custom development required, but small updates and adjustments will be common • Implement scheduling tools and CRM. This includes integration, configuration, training and enablement. • Serve as the primary point of contact for customers throughout their onboarding journey, delivering a high-touch experience and responsive support • Troubleshoot technical issues and coordinate timely updates to live configurations as needed • Collaborate closely with teammates focused on integrations, scheduling, and CRM setup to create a seamless onboarding experience • Own the free trial to paid conversion process to ensure customer adoption • Seeks out new knowledge and approaches problems with a mindset of exploration in regards to AutoOps and Steer Products