Work From Home - Virtual Consultation Specialist

AO Garcia Agency; Janesville (WI); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding steps

Remote tools

Flexible hours

Mentorship

Job summary

AO Globe Life is seeking a self-motivated, remote-focused advisor to support families through the information and enrollment process. You will work with warm leads, guided by a training system, and benefit from ongoing mentorship in a performance-oriented environment.

This is a remote seat built around coaching, with flexible hours and structured onboarding to help you develop a long-term career in financial services.

Qualifications

• The role requires a proactive, coachable mindset and the ability to work well with families.

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.