Work From Home - Client Portfolio Associate

AO Garcia Agency; Santa Fe (NM); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Remote tools

Flexible hours

Ongoing mentorship

Step-by-step onboarding

Job summary

AO Globe Life is seeking a motivated individual for a remote financial-services role designed around warm leads and a structured onboarding system. The position emphasizes coaching and the potential for long-term career growth through regular feedback and mentorship.

Daily work includes speaking with information-seeking individuals, mapping protection needs, guiding clients through enrollment, and building a solid client list. A short Zoom overview is the next step in the process.

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.

Next step is a short Zoom overview.