Work From Home - Family Needs Assessment Specialist

AO Garcia Agency; Green River (WY); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Globe Life is seeking a remote financial-services professional to engage with warm leads and guide families toward financial protection solutions. The role emphasizes structured days and coaching during ramp-up, with a focus on warm, meaningful conversations.

Ideal candidates communicate clearly, learn quickly, and maintain a respectful, client-centric approach. A strong performance track can lead to leadership opportunities within the company.

Qualifications

• Prompt follow-up with clients and leads.
• Professional video presence for remote conversations.
• Ability to quickly learn and adapt to tools used in client engagements.
• Respectful communication with clients and stakeholders.

Responsibilities

• Engage with warm leads in a remote setting.
• Provide coaching and guidance while ramping.
• Structure daily activities to maximize outreach and follow-up.

Skills

Follow-up

Video presence

Tool learning

Client respect

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