Remote Protection Planning Advisor — Training & Growth

AO Globe Life; Frederick (MD); À distance; USD 42 000 - 68 000; Plein temps

Résumé du poste

AO Globe Life is seeking a virtual consultant to assess client needs, present tailored options, and nurture relationships after the initial meeting. The role emphasizes administrative tasks such as notes, scheduling, and CRM hygiene, with interviews conducted via Zoom.

The position offers work from home flexibility, exclusion of cold calling, and access to a qualified-interest pipeline along with comprehensive training and performance-based advancement.

Responsabilités

• Assess client needs and teach options.
• Maintain relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Description du poste

AO Globe Life is seeking a virtual consultant to assess client needs, present tailored options, and nurture relationships after the initial meeting. The role emphasizes administrative tasks such as notes, scheduling, and CRM hygiene, with interviews conducted via Zoom.

The position offers work from home flexibility, exclusion of cold calling, and access to a qualified-interest pipeline along with comprehensive training and performance-based advancement.