Remote Financial Consultation Specialist

AO Garcia Agency; Helena (MT); Remote; USD 28,000 - 41,000; 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 professional to work with pre-qualified warm leads. You will be coached and mentored as you guide families through protections options and enrollment flows. The role emphasizes client service, steady coaching, and a performance-driven environment.

Success depends on proactive outreach, listening to needs, and building lasting client relationships. Flexible hours and a structured onboarding are provided to help you grow into a long-term career.

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 professional to work with pre-qualified warm leads. You will be coached and mentored as you guide families through protections options and enrollment flows. The role emphasizes client service, steady coaching, and a performance-driven environment.

Success depends on proactive outreach, listening to needs, and building lasting client relationships. Flexible hours and a structured onboarding are provided to help you grow into a long-term career.