Remote - Protection Planning Associate

AO Globe Life; Durham (NC); 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 in Durham, NC to assess client needs, present options, and nurture the relationship after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with full training and a remote work setup.

Ideal candidates are driven and trainable, comfortable on camera, and capable of thriving in a performance-based environment.

Qualifications

• Notes and appointment management are part of the role, with a focus on CRM hygiene.

Responsibilities

• Assess customer needs and present options as a virtual consultant.
• Teach available options and guide the customer through decisions.
• Maintain the ongoing relationship after the initial meeting.
• Handle administrative duties including notes, appointments, and CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.