Remote Financial Protection Advisor | Virtual Consultant

AO Globe Life; Georgetown (KY); Remote; USD 40,000 - 60,000; 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 continue nurturing the relationship after the initial meeting. This remote role in the United States emphasizes delivering value with comprehensive training and no requirement for cold calls.

You will handle administrative duties such as notes, appointments, and CRM hygiene, using the current tech stack to manage the pipeline from home.

Qualifications

• Comfortable working remotely.
• Willing to learn and follow CRM hygiene.
• Ability to manage notes and appointments.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.
• Leverage current tech stack to support virtual consultations.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Job description

AO Globe Life is seeking a Virtual Consultant to assess client needs, present options, and continue nurturing the relationship after the initial meeting. This remote role in the United States emphasizes delivering value with comprehensive training and no requirement for cold calls.

You will handle administrative duties such as notes, appointments, and CRM hygiene, using the current tech stack to manage the pipeline from home.