Remote Financial Services Associate - Full Training

AO Globe Life

Central (LA)

Remote

USD 40,000 - 70,000

Full time

3 days ago
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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 results-driven virtual consultant who can assess client needs, present options clearly, and stay connected after the first meeting. You will guide prospects through personalized solutions, building trust and ongoing relationships in a remote setting.

The role emphasizes strong administrative tasks—CRM hygiene, notes, scheduling—and is conducted via Zoom. Training is provided, and advancement is performance-based, with access to the current tech stack for service

Job description

AO Globe Life is seeking a results-driven virtual consultant who can assess client needs, present options clearly, and stay connected after the first meeting. You will guide prospects through personalized solutions, building trust and ongoing relationships in a remote setting.

The role emphasizes strong administrative tasks—CRM hygiene, notes, scheduling—and is conducted via Zoom. Training is provided, and advancement is performance-based, with access to the current tech stack for service

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