Remote Part-Time - Protection Planning Specialist

AO Garcia Agency; Frisco (TX); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services professional in the United States to engage warm leads, guide families toward protection, and deliver solutions with empathy. No office required, structured days and coaching during ramp.

You will be trained before performing, follow-up promptly, and leverage video calls and CRM tools to move opportunities. High performers can access leadership tracks while helping clients secure their financial future.

Qualifications

• Experience in financial services sales is a plus.
• Ability to work remotely with minimal supervision.
• Excellent written and verbal communication.

Responsibilities

• Follow up on warm leads to close opportunities.
• Engage clients via video calls and phone.
• Ramp quickly with coaching during onboarding.
• Maintain a client-first approach with timely follow-ups.

Skills

Warm lead handling

Remote communication

Coaching & training readiness

Fast learning on tools

Tools

CRM software

Video conferencing tools

Sales enablement platforms

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

• 1. The work has a point — families protecting income and future.
• 2. Home base. No office required.
• 3. You are trained before you are expected to perform.
• 4. Your pipeline is warm leads.
• 5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client