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AO Central is a financial-services firm that conducts virtual consultations and needs conversations to help families. The role is fully remote and based in East Lansing, Michigan, with interviews conducted via Zoom and a modern toolkit for remote work.
You will conduct virtual consultations with clients, perform follow-ups and light admin like notes and scheduling, maintain a clean leads pipeline, and participate in team training with mentorship and advancement opportunities.
AO Central is a financial-services firm that conducts virtual consultations and needs conversations to help families. The role is fully remote and based in East Lansing, Michigan, with interviews conducted via Zoom and a modern toolkit for remote work.
You will conduct virtual consultations with clients, perform follow-ups and light admin like notes and scheduling, maintain a clean leads pipeline, and participate in team training with mentorship and advancement opportunities.