Remote Protection Planner & Family Finance Advisor

AO Globe Life; Albany (OR); A distancia; USD 42.000 - 68.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-qualified leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Descripción de la vacante

AO Globe Life is seeking a remote financial-services specialist to work with pre-qualified warm leads and a structured training system. You will be coached to develop a long-term career as you help families navigate protection options.

Daily tasks include speaking with interested individuals, mapping needs to suitable options, and guiding enrollment flows. Benefits include onboarding support, remote tools, and flexible hours, with ongoing mentorship for growth.

Formación

• Self-motivated and coachable, enjoys helping families.
• Comfortable in a performance-driven environment.
• Able to work remotely with reliable internet.

Responsabilidades

• Speak with people who asked for information and provide clear guidance.
• Map needs to available protection options for clients.
• Run a simple enrollment flow and close follow-up steps.
• Build and service a client list and maintain relationships.

Descripción del empleo

AO Globe Life is seeking a remote financial-services specialist to work with pre-qualified warm leads and a structured training system. You will be coached to develop a long-term career as you help families navigate protection options.

Daily tasks include speaking with interested individuals, mapping needs to suitable options, and guiding enrollment flows. Benefits include onboarding support, remote tools, and flexible hours, with ongoing mentorship for growth.