Remote Financial Services Advisor — Flexible Hours & Mentorship

AO Garcia Agency; La Crosse (WI); Remote; USD 45,000 - 75,000; 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 in a remote financial-services seat built around warm leads and a training system seeks self-starters who enjoy helping families and can thrive in a performance-driven environment.

Daily work includes speaking with people seeking information, mapping needs to protection options, guiding through enrollment, and building a client list; provided are pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and receptive to feedback.

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 in a remote financial-services seat built around warm leads and a training system seeks self-starters who enjoy helping families and can thrive in a performance-driven environment.

Daily work includes speaking with people seeking information, mapping needs to protection options, guiding through enrollment, and building a client list; provided are pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.