Remote Family Financial Needs Advisor - Flexible Hours

AO Garcia Agency; Laurel (MT); Remote; USD 32,000 - 52,000; 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 financial-services seat built around warm leads and a structured training system. The role offers chances for long-term career growth for competitive individuals who welcome coaching and feedback, with Zoom overviews as the next step.

Daily activities include speaking with information-seeking individuals, mapping protection options, guiding enrollment flows, and building a serviced client list, all supported by onboarding and remote tools.

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 financial-services seat built around warm leads and a structured training system. The role offers chances for long-term career growth for competitive individuals who welcome coaching and feedback, with Zoom overviews as the next step.

Daily activities include speaking with information-seeking individuals, mapping protection options, guiding enrollment flows, and building a serviced client list, all supported by onboarding and remote tools.