Remote Financial Protection Advisor (No Cold Calling)

AO Globe Life; Blacksburg (VA); 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 is seeking a Virtual Consultant to assess client needs, present options, and guide decisions after the initial meeting. This role centers on building trust while working remotely.

You will handle admin tasks, notes, appointments, and maintain CRM hygiene, while enjoying full training and the flexibility of a work-from-home setup.

Join a team that values drive, trainability, dependability, and a comfort with cameras as you advance through a performance-based path.

Responsibilities

• Assess client needs and tailor options.
• Maintain relationship after the first meeting; follow-up and commitments.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Job description

AO Globe Life is seeking a Virtual Consultant to assess client needs, present options, and guide decisions after the initial meeting. This role centers on building trust while working remotely.

You will handle admin tasks, notes, appointments, and maintain CRM hygiene, while enjoying full training and the flexibility of a work-from-home setup.

Join a team that values drive, trainability, dependability, and a comfort with cameras as you advance through a performance-based path.