Remote - Protection Planning Associate

AO Garcia Agency; Jackson (WY); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Warm leads

Onboarding and mentorship

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. You’ll be coached and have room to grow in a long-term career.

Daily work includes speaking with information-seeking individuals, mapping needs, guiding enrollments, and building a client list. The role favors self-starters who thrive in a performance environment. Next step is a short Zoom overview.

Qualifications

• Self-starter who enjoys helping families
• Able to thrive in a performance environment

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
• Provide ongoing client support and follow-up

Job description

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.

Next step is a short Zoom overview.