Remote Protection Planning Advisor

AO Globe Life; Newark (DE); Remote; USD 42,000 - 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 who can assess client needs, teach options, and stay in the relationship after the first meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date.

You will work from home with a structured training program and a qualified-interest pipeline to support success. Candidates should be driven, trainable, dependable, competitive, and comfortable on camera.

Responsibilities

• Assess client needs and present options after the initial meeting.
• Nurture the client relationship to stay engaged post-meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Competitive

Job description

AO Globe Life is seeking a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date.

You will work from home with a structured training program and a qualified-interest pipeline to support success. Candidates should be driven, trainable, dependable, competitive, and comfortable on camera.