Virtual Client Portfolio Advisor

AO Garcia Agency; Carmel (IN); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Web meetings

Flexible hours

No cold calling

Training and coaching

Advancement opportunities

Job summary

AO Globe Life is seeking candidates for a work-from-home role that supports families using warm leads. You’ll learn a system, build a book, and operate fully remotely with web-conference meetings from home.

The position offers full-time or part-time options, written training plus live coaching, and advancement opportunities for high performers. Zoom interviews only.

Responsibilities

• Meetings with families and follow-ups.
• Provide clear, plain-language explanations and capture notes/scheduling.

Job description

Work from home. Work warm leads with families. Learn a system. Build a book.

That is the job in one line.

Included

• Web-conference meetings from home
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Your day

Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Zoom interviews only.