Remote - Protection Planning Associate

AO Garcia Agency; Albany (OR); Remoto; USD 42.000 - 68.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pre-qualified leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Descrizione del lavoro

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.

Competenze

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

Mansioni

• 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.

Descrizione del lavoro

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.