Remote Client Portfolio Advisor | Training & Growth

AO Globe Life; Columbus (NE); Remote; USD 55,000 - 75,000; 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 seeks a virtual consultant to assess needs, teach options, and maintain the relationship after the first meeting. Administrative duties include notes, appointments, and keeping CRM hygiene. The role emphasizes a customer-focused approach and seamless remote collaboration.

You'll work with the current tech stack, receive full training, and have opportunities for advancement based on performance, all while enjoying work-from-home flexibility and no cold calling.

Qualifications

• Driven, trainable and dependable attitude.
• Interviews conducted via Zoom.

Responsibilities

• Assess needs and teach options in a virtual setting.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

CRM hygiene

Tools

CRM

Job description

AO Globe Life seeks a virtual consultant to assess needs, teach options, and maintain the relationship after the first meeting. Administrative duties include notes, appointments, and keeping CRM hygiene. The role emphasizes a customer-focused approach and seamless remote collaboration.

You'll work with the current tech stack, receive full training, and have opportunities for advancement based on performance, all while enjoying work-from-home flexibility and no cold calling.