Remote Client Portfolio Advisor

AO Garcia Agency; Yankton (SD); Remote; USD 60.000 - 90.000; 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 to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes administrative tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene.

The position is remote, with training provided and opportunities for advancement based on performance. Ideal candidates are driven, trainable, dependable, and comfortable working in a competitive environment, including camera presence

Aufgaben

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Kenntnisse

Driven

Trainable

Dependable

Competitive

Camera-ready

Jobbeschreibung

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes administrative tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene.

The position is remote, with training provided and opportunities for advancement based on performance. Ideal candidates are driven, trainable, dependable, and comfortable working in a competitive environment, including camera presence