Protection Planning Representative - Work From Home

AO Garcia Agency; Newark (DE); Remote; USD 42.000 - 60.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Globe Life is seeking a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date.

You will work from home with a structured training program and a qualified-interest pipeline to support success. Candidates should be driven, trainable, dependable, competitive, and comfortable on camera.

Aufgaben

• Assess client needs and present options after the initial meeting.
• Nurture the client relationship to stay engaged post-meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Kenntnisse

Driven

Trainable

Dependable

Camera-friendly

Competitive

Jobbeschreibung

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.