Remote Client Portfolio Advisor — Flexible Hours & Mentorship

AO Garcia Agency; Santa Fe (NM); A distancia; USD 42.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-qualified warm leads

Remote tools

Flexible hours

Ongoing mentorship

Step-by-step onboarding

Descripción de la vacante

AO Globe Life is seeking a motivated individual for a remote financial-services role designed around warm leads and a structured onboarding system. The position emphasizes coaching and the potential for long-term career growth through regular feedback and mentorship.

Daily work includes speaking with information-seeking individuals, mapping protection needs, guiding clients through enrollment, and building a solid client list. A short Zoom overview is the next step in the process.

Responsabilidades

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

Descripción del empleo

AO Globe Life is seeking a motivated individual for a remote financial-services role designed around warm leads and a structured onboarding system. The position emphasizes coaching and the potential for long-term career growth through regular feedback and mentorship.

Daily work includes speaking with information-seeking individuals, mapping protection needs, guiding clients through enrollment, and building a solid client list. A short Zoom overview is the next step in the process.