Remote Financial Services Consultant

AO Globe Life; Elizabeth (NJ); 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, teach options, and maintain the relationship after the initial meeting. The role includes admin tasks such as notes, appointment setting, and CRM hygiene.

You’ll work from home with Zoom interviews, receive comprehensive training, and have access to a performance-based advancement path. In this position you’ll be part of a supportive team with a current tech stack and a qualified-interest pipeline.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes admin tasks such as notes, appointment setting, and CRM hygiene.

You’ll work from home with Zoom interviews, receive comprehensive training, and have access to a performance-based advancement path. In this position you’ll be part of a supportive team with a current tech stack and a qualified-interest pipeline.