Remote Family Financial Needs Advisor - Flexible Hours

AO Globe Life; Bend (OR); Remote; USD 40,000 - 60,000; 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. If you are competitive and willing to be coached, this can become a long-term career.

If you want a job with no conversations, it will not. Daily work includes speaking with information-seeking individuals, mapping needs to available protection options, running enrollment flows, and building a serviced client list.

Qualifications

• Speak with warm leads and provide information.
• Identify client needs and present protection options.
• Assist clients through enrollment flow.
• Build and maintain client lists.

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

Client communication

Lead management

Enrollment flows

Sales orientation

Tools

CRM

Job description

AO Globe Life is offering a remote financial-services role built around warm leads and a structured training system. If you are competitive and willing to be coached, this can become a long-term career.

If you want a job with no conversations, it will not. Daily work includes speaking with information-seeking individuals, mapping needs to available protection options, running enrollment flows, and building a serviced client list.