Remote Finance Trainee — Mentorship & Flexible Hours

AO Globe Life; Burnsville (MN); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services role built around warm leads and a structured training system. You will speak with individuals who requested information and guide them through the enrollment process, building a reliable client list over time.

Ideal candidates are competitive, coachable, and self-starting, with a willingness to receive feedback. The role offers flexible hours, remote tools, ongoing mentorship, and a path toward a long-term career in the company.

Qualifications

• Proven ability to identify needs and map them to protection options.
• Strong communication and listening skills for enrollment conversations.
• Comfort with a performance-driven environment and coachability.

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

Lead qualification

Enrollment process

Customer service

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information

• Map needs to available protection options

• Run a simple enrollment flow

• Build and service a client list

Provided

• Pre-qualified warm leads

• Step-by-step onboarding

• Remote tools

• Flexible hours

• Ongoing mentorship

Good fit

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

Bad fit

Anyone who will not take feedback or needs a manager in the room.

Next step is a short Zoom overview. Apply to book it.