Remote Client Portfolio Advisor

AO Globe Life; Eagle (ID); Remote; USD 25,000 - 39,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships beyond the initial meeting. The role includes administrative duties like note-taking, appointment scheduling, and CRM hygiene, with full training provided.

Ideal candidates are driven, trainable, dependable, comfortable competing, and camera-friendly, ready to manage a qualified-interest pipeline from a home-based setup.

Qualifications

• Soft skills for a virtual consultant: drive, teach, and close client relationships.
• Ability to maintain CRM hygiene and administrative tasks.

Responsibilities

• Assess client needs, present options, and guide decisions.
• Maintain client relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

CRM hygiene

Tools

CRM

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships beyond the initial meeting. The role includes administrative duties like note-taking, appointment scheduling, and CRM hygiene, with full training provided.

Ideal candidates are driven, trainable, dependable, comfortable competing, and camera-friendly, ready to manage a qualified-interest pipeline from a home-based setup.