Remote Family Finance Advocate & Growth Coach

AO Globe Life; Lenexa (KS); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Globe Life seeks a remote financial-services professional to engage warm leads and guide clients through the enrollment or service steps from a home-based setup. You will have structured days, coaching during ramp, and no office commute.

You will be trained before you are expected to perform, maintain on-time follow-ups, and project a professional video presence while respecting the client. High performers can access a leadership track as you grow with the team.

Qualifications

• Warm leads drive initial conversations and follow-ups.
• Training is provided before performance expectations.
• Professional video presence and respectful client interactions.

Responsibilities

• Nurture warm leads and guide clients through next steps.
• Maintain timely follow-ups and accurate notes in CRM.
• Collaborate with coaching team during ramp-up.

Skills

Warm lead handling

Remote communication

Coaching & training

Video presence

Tools

CRM software

Video conferencing tools

Job description

AO Globe Life seeks a remote financial-services professional to engage warm leads and guide clients through the enrollment or service steps from a home-based setup. You will have structured days, coaching during ramp, and no office commute.

You will be trained before you are expected to perform, maintain on-time follow-ups, and project a professional video presence while respecting the client. High performers can access a leadership track as you grow with the team.