Remote Financial Advisor: Flexible Schedule & Growth

AO Globe Life; Michigan; Remote; USD 27,000 - 55,000; Full time

Benefits offered by this job

Weekly pay

Mentorship and training

Advancement based on performance

Industry leading tools and technology

Work from home (Zoom presentations)

Job summary

AO Globe Life offers a remote role with a flexible schedule, allowing you to conduct virtual consultations and advise families on financial solutions. You will assess client needs, provide guidance, and maintain relationships through regular check-ins in a home-based setting.

Be prepared for administrative tasks and Zoom-based interviews in a supportive environment with mentorship and training to advance based on performance.

Qualifications

• Virtual consultations with clients.
• Assessing clients’ needs and presenting solutions.
• Maintaining relationships with periodic check-ins.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and present solutions.
• Cultivate lasting client relationships through regular check-ins.
• Complete related administrative tasks (note taking, appointment setting, etc.).

Skills

Communication skills

Client relationship management

Time management

Tools

Zoom

CRM software

Job description

AO Globe Life offers a remote role with a flexible schedule, allowing you to conduct virtual consultations and advise families on financial solutions. You will assess client needs, provide guidance, and maintain relationships through regular check-ins in a home-based setting.

Be prepared for administrative tasks and Zoom-based interviews in a supportive environment with mentorship and training to advance based on performance.