Financial Protection Advisor - Work From Home

AO Garcia Agency; West Valley City (UT); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant who assesses customer needs, teaches options, and remains engaged with clients after the initial meeting. The role includes administrative duties like taking notes, scheduling appointments, and maintaining CRM hygiene, all while working from home and receiving full training.

A pipeline of qualified interests and a performance-based advancement path support growth.

Qualifications

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Video interview ready

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.