Remote Benefits Advisor | Warm Leads & Training

AO Globe Life; Missoula (MT); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services specialist who engages warm leads and coaches clients through the process. You will follow a structured day, ramp quickly with coaching, and focus on meaningful conversations that protect family income and future security.

In this role, you will operate with a home-based setup, with no required office and a path for high performance into leadership tracks for top performers.

Qualifications

• Must demonstrate reliable follow-up with warm leads.
• Ability to present oneself clearly in video calls and virtual meetings.
• Able to quickly learn new tools and systems.
• Strong client-facing professionalism and诚信.

Responsibilities

• Conduct warm-lead conversations and guide prospects through the sales funnel.
• Maintain organized, structured daily activity in a remote setup.
• Implement coaching and ramp processes as you start.
• Support families by communicating value and protecting income goals.

Skills

On-time follow-up

Video presence

Fast learning on tools

Client respect

Job description

AO Globe Life is seeking a remote financial-services specialist who engages warm leads and coaches clients through the process. You will follow a structured day, ramp quickly with coaching, and focus on meaningful conversations that protect family income and future security.

In this role, you will operate with a home-based setup, with no required office and a path for high performance into leadership tracks for top performers.