Fully Remote - Financial Protection Advisor

AO Garcia Agency; Gresham (OR); Remote; USD 65,000 - 90,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services professional to engage with warm leads, maintain structured daily routines, and coach clients as you ramp. The role emphasizes fast learning and delivering consistent client value without a fixed office.

You'll work with a remote-first team, focusing on timely follow-up, professional video presence, and respectful client interactions, with a growth path for high performers.

Qualifications

• Ability to manage warm leads with timely follow-up.
• Clear communication and client-focused approach.
• Fast learner with aptitude to use sales/tools efficiently.

Responsibilities

• Remote financial-services role with structured days and warm-lead conversations.
• Provide coaching while ramping and maintaining high-quality client interactions.
• Operate without a fixed office and adapt to a remote workflow.

Skills

Warm leads

Communication

Fast learning

Tools

CRM tools

Job description

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