Remote Financial Services Advisor — Flexible Hours + Mentorship

AO Garcia Agency; Lincoln (NE); Remote; USD 42,000 - 62,000; 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 offers a remote financial services seat built around warm leads and a structured training system. The role emphasizes coaching and ongoing mentoring; top performers can develop into long-term careers.

A fast-paced environment rewards proactive self-starters who enjoy helping families and handling performance-driven expectations. Daily tasks include speaking with information-seeking prospects, mapping needs to protection options, running enrollment flows, and building a client list.

Qualifications

• Strong verbal and written communication skills.
• Ability to listen actively and map client needs to suitable options.
• Self-motivated with ability to work remotely and stay organized.

Responsibilities

• Speak with people who requested information.
• Map needs and present protection options.
• Run a simple enrollment flow.
• Build and maintain a client list.

Skills

Sales

Communication

Coaching

Tools

CRM software

Job description

AO Globe Life offers a remote financial services seat built around warm leads and a structured training system. The role emphasizes coaching and ongoing mentoring; top performers can develop into long-term careers.

A fast-paced environment rewards proactive self-starters who enjoy helping families and handling performance-driven expectations. Daily tasks include speaking with information-seeking prospects, mapping needs to protection options, running enrollment flows, and building a client list.