Policy Services Specialist - Work From Home

AO Garcia Agency; Decatur (AL); Remote; USD 45,000 - 75,000; 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 offers a remote financial services position built around warm leads and a structured training system. You’ll be coached and guided to grow in a long-term career, with leadership support and performance-driven expectations.

Daily work includes speaking with information-seeking individuals, mapping needs to protection options, guiding enrollment flows, and building a client list. Pre-qualified warm leads, onboarding support, remote tools, flexible hours, and mentorship are provided.

Qualifications

• Remote-based role in financial services.
• Must be coachable and able to follow onboarding.

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.

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.