Financial Services Associate - Work From Home

AO Globe Life; Dover (NH); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Remote work

Full training

Job summary

AO Globe Life seeks a virtual consultant who assesses client needs, teaches options, and stays in the relationship after the first meeting. You’ll also handle admin tasks like notes, appointments, and CRM hygiene.

This seat includes no cold calling, a qualified-interest pipeline, performance-based advancement, full training, your current tech stack, and work from home. Ideal traits: driven, trainable, dependable, comfortable competing, and fine with a camera; interviews on Zoom.

Qualifications

• Assess client needs and teach options.
• Maintain CRM hygiene and schedule follow-ups.

Responsibilities

• Virtual consultant duties including relationship management after initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

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.

Interviews on Zoom.