Financial Protection Advisor - Work From Home

AO Garcia Agency; Providence (RI); Remote; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

AO Globe Life is seeking a remote financial-services professional in Rhode Island to nurture warm leads and guide clients through the sales process from home. The role emphasizes structured days, coaching while you ramp, and no office required.

You will work with warm leads, conduct follow-up conversations, and provide coaching to clients as you ramp. Candidates should excel in remote communication and fast learning on tools, with a client-centric approach.

Qualifikationen

• Experience in financial services telemarketing or advisory is a plus.
• Ability to follow structured processes and scripts.

Aufgaben

• Engage warm leads via remote calls or video sessions.
• Provide coaching and ramp support to new clients.
• Maintain consistent, timely follow-up with prospects and clients.

Kenntnisse

Warm-led conversations

Remote communication

Coaching

Tools

CRM software

Jobbeschreibung

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

• 1. The work has a point — families protecting income and future.
• 2. Home base. No office required.
• 3. You are trained before you are expected to perform.
• 4. Your pipeline is warm leads.
• 5. High performers get a leadership track.

We hire for

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