Remote Protection Planning Advisor

AO Globe Life; Martinsburg (WV); Remote; USD 45,000 - 65,000; 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 relationships after the initial meeting. The role includes essential admin tasks such as taking notes, scheduling appointments, and keeping CRM hygiene up to date.

This position emphasizes staying connected with clients while delivering informed options from a home-based setup. Ideal candidates are driven, trainable, dependable, and comfortable on camera.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes essential admin tasks such as taking notes, scheduling appointments, and keeping CRM hygiene up to date.

This position emphasizes staying connected with clients while delivering informed options from a home-based setup. Ideal candidates are driven, trainable, dependable, and comfortable on camera.