Remote Family Financial Advisor - Flexible Hours

AO Garcia Agency; Vancouver (WA); Remote; USD 50,000 - 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 is offering a remote financial-services role built around warm leads and a structured training system. The position rewards competitiveness and coaching, with potential for a long-term career. A job with no conversations is not a fit.

Daily duties include speaking with information-seeking prospects, mapping needs for protection options, running enrollment flows, and building a client list. Pre-qualified training and ongoing mentorship accompany this role.

Qualifications

• Willing to be coached and open to feedback.
• Self-starter who enjoys helping families.
• Comfortable in a performance-driven environment.

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.

Skills

Coachable

Self-starter

Client service

Job description

AO Globe Life is offering a remote financial-services role built around warm leads and a structured training system. The position rewards competitiveness and coaching, with potential for a long-term career. A job with no conversations is not a fit.

Daily duties include speaking with information-seeking prospects, mapping needs for protection options, running enrollment flows, and building a client list. Pre-qualified training and ongoing mentorship accompany this role.