Remote Client Portfolio Advisor

AO Globe Life; Salem (OR); Remote; USD 42,000 - 70,000; 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 in Salem, Oregon is seeking a Virtual consultant who assesses needs, teaches options, and maintains the relationship after the first meeting. This role blends advisory support with admin duties and CRM hygiene.

You’ll work from home with a qualified‑interest pipeline, full training, and ongoing support. No cold calling, a current tech stack, and opportunities for performance‑based advancement.

Qualifications

• Assess client needs and tailor options.
• Maintain CRM hygiene and accurate notes.

Responsibilities

• Virtual consultant role: assess needs, teach options, and nurture the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

Needs assessment

CRM hygiene

Relationship management

Tools

CRM software

Job description

AO Globe Life in Salem, Oregon is seeking a Virtual consultant who assesses needs, teaches options, and maintains the relationship after the first meeting. This role blends advisory support with admin duties and CRM hygiene.

You’ll work from home with a qualified‑interest pipeline, full training, and ongoing support. No cold calling, a current tech stack, and opportunities for performance‑based advancement.