Work From Home - Family Needs Assessment Specialist

AO Garcia Agency; Surprise (AZ); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Globe Life is seeking a remote financial-services liaison who engages with warm leads. You will guide interested individuals through information gathering and enrollment, building a client list while being mentored for ongoing growth.

The role emphasizes coaching, performance-driven work, and a flexible schedule designed for long-term career development. Zoom overview will be the next step in the process.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and engage in mentorship.

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.