Remote Family Protection Advisor

AO Globe Life; East Honolulu (HI); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and sustains the relationship after the first meeting. The position emphasizes building trust remotely and guiding prospects through decision points.

Responsibilities include handling admin tasks such as notes, scheduling appointments, and CRM hygiene while leveraging current tech stack. You will train with full onboarding and have a path for advancement, with work-from-home flexibility.

Responsibilities

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

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and sustains the relationship after the first meeting. The position emphasizes building trust remotely and guiding prospects through decision points.

Responsibilities include handling admin tasks such as notes, scheduling appointments, and CRM hygiene while leveraging current tech stack. You will train with full onboarding and have a path for advancement, with work-from-home flexibility.