Remote Financial Protection Advisor — Coaching & Growth

AO Garcia Agency

Santa Ana (CA)

Remote

USD 40,000 - 70,000

Full time

4 days ago
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Benefits offered by this job

Remote work
Written process to guide the job
Coaching from experienced staff
Path into leadership for high achiever

Job summary

AO Globe Life offers a remote career with upside in which you work with warm leads who already requested help with financial-protection options. You will be trained, coached, and measured on activity and results, with interviews on Zoom.

The work includes taking requested conversations, explaining benefits clearly, helping clients enroll when appropriate, and maintaining a disciplined follow-up routine. Remote work and a clear process await high-performing, coachable applicants.

Qualifications

  • Strong communication skills for client conversations.
  • Ability to be coachable and follow a defined process.
  • Comfortable presenting options on video calls.

Responsibilities

  • Take requested conversations with warm leads (no cold lists).
  • Explain benefit options clearly and simply.
  • Help clients enroll when it fits their needs.
  • Maintain a consistent follow-up rhythm and activity.

Skills

Excellent communication
Coachable
Comfortable on camera

Job description

AO Globe Life offers a remote career with upside in which you work with warm leads who already requested help with financial-protection options. You will be trained, coached, and measured on activity and results, with interviews on Zoom.

The work includes taking requested conversations, explaining benefits clearly, helping clients enroll when appropriate, and maintaining a disciplined follow-up routine. Remote work and a clear process await high-performing, coachable applicants.

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