Remote - Virtual Consultation Specialist

AO Garcia Agency; Whitefish (MT); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services professional in Montana to engage warm leads, conduct structured, daily outreach, and coach while you ramp.

Work from home with no office required, a strong emphasis on timely follow-up, professional video presence, and rapid onboarding. You’ll be trained before performance expectations and supported as you build a client-focused pipeline.

Qualifications

• On-time follow-up required.
• Clean video presence required.
• Able to learn tools quickly.
• Respect for the client.

Responsibilities

• Talk to warm leads via remote channels (phone/video).
• Structure daily activities for remote work.
• Coach customers while ramping and building rapport.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

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