Remote Financial Protection Advisor

AO Globe Life; Lafayette (IN); Remote; USD 55,000 - 85,000; 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 is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. Administrative tasks include notes, appointments, and CRM hygiene, with no cold calling required.

You will benefit from full training and the ability to work from home, using the current tech stack to stay connected with clients and prospects in a remote setting.

Qualifications

• Driven, trainable, and dependable candidate essential.
• Comfortable competing and camera-friendly.
• CRM hygiene and admin tasks are part of the role.

Responsibilities

• Assess needs and teach options to clients.
• Stay in a relationship after the first meeting.
• Maintain notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Competitive

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. Administrative tasks include notes, appointments, and CRM hygiene, with no cold calling required.

You will benefit from full training and the ability to work from home, using the current tech stack to stay connected with clients and prospects in a remote setting.