Remote - Virtual Consultation Specialist

AO Garcia Agency

Montana

Remote

USD 42,000 - 68,000

Full time

5 days ago
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Benefits offered by this job

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

Job summary

AO Globe Life is seeking a remote financial-services professional to work with pre-qualified, warm leads within a structured training system. The role rewards competitive, coachable individuals who are motivated to build lasting client relationships and grow a long-term career.

Daily activities include speaking with information-seeking prospects, mapping protection options to needs, guiding enrollment, and building a robust client list.

Qualifications

  • Self-starters who like helping families and can handle 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

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.

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