Fully Remote - Client Advocacy Lead Trainee

AO Garcia Agency; Farmington (NM); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Warm leads

Onboarding steps

Remote tools

Flexible hours

Mentorship

Job summary

AO Globe Life is seeking a remote financial-services professional to engage with warm leads and guide families through protection options. The role emphasizes coaching, mentorship, and long-term career potential in a results-driven environment.

Daily activities include speaking with information-seekers, mapping protection needs, running enrollment flows, and building a client list. Flexible hours and remote tools support performance and growth within a structured onboarding program.

Qualifications

• Willing to be coached and accept feedback.
• Able to work with warm leads and map needs.
• Comfortable in a performance-driven environment.
• Open to remote, flexible work arrangements.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication skills

Coaching mindset

Self-starter

Remote work

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.