Remote Protection Planning Consultant — Training Included

AO Globe Life; Carson City (NV); Remote; USD 40,000 - 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, present options, and guide them after the initial meeting. The role emphasizes relationship management and consultative selling from a remote setting.

In addition to client work, you’ll handle admin duties like taking notes, scheduling appointments, and maintaining CRM hygiene. Interviews are conducted via Zoom, and you’ll receive comprehensive training to ramp quickly.

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.
• Interviews on Zoom.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and guide them after the initial meeting. The role emphasizes relationship management and consultative selling from a remote setting.

In addition to client work, you’ll handle admin duties like taking notes, scheduling appointments, and maintaining CRM hygiene. Interviews are conducted via Zoom, and you’ll receive comprehensive training to ramp quickly.