Remote Family Financial Advisor (Mentored & Flexible Hours)

AO Garcia Agency; Albany (OR); 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 is seeking a remote, coaching-oriented financial-services professional. You’ll work with pre-qualified warm leads and a structured training system to build a steady client base and long-term career.

Daily work includes speaking with information-seeking individuals, mapping protection needs, guiding enrollments, and growing a client list. Flexible hours and ongoing mentorship round out the program, with a Zoom overview as the next step.

Qualifications

• Self-starters who like helping families and can handle a performance 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

Job description

AO Globe Life is seeking a remote, coaching-oriented financial-services professional. You’ll work with pre-qualified warm leads and a structured training system to build a steady client base and long-term career.

Daily work includes speaking with information-seeking individuals, mapping protection needs, guiding enrollments, and growing a client list. Flexible hours and ongoing mentorship round out the program, with a Zoom overview as the next step.