Virtual Client Portfolio Advisor

AO Globe Life; Columbus (NE); Remote; USD 55,000 - 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 seeks a virtual consultant to assess needs, teach options, and maintain the relationship after the first meeting. Administrative duties include notes, appointments, and keeping CRM hygiene. The role emphasizes a customer-focused approach and seamless remote collaboration.

You'll work with the current tech stack, receive full training, and have opportunities for advancement based on performance, all while enjoying work-from-home flexibility and no cold calling.

Qualifications

• Driven, trainable and dependable attitude.
• Interviews conducted via Zoom.

Responsibilities

• Assess needs and teach options in a virtual setting.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

CRM hygiene

Tools

CRM

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.

Interviews on Zoom.