Fully Remote - Financial Protection Advisor

AO Garcia Agency; Bartlesville (OK); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Globe Life is offering a remote financial-services seat built around warm leads and a structured onboarding system. This position emphasizes coaching and continuous mentorship, with long-term career potential for self-starters who enjoy helping families and performing in a results-driven environment.

Daily tasks include speaking with information-seeking individuals, mapping needs for protection options, guiding enrollments, and building a client list.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Ability to thrive with coaching and feedback; open to mentorship.

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

Customer service

Lead follow-up

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.