Work From Home - Protection Planning Specialist

AO Garcia Agency; Caldwell (ID); Remote; USD 50,000 - 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 in Caldwell, Idaho is seeking a virtual consultant to assess client needs, present options, and guide them after the initial meeting.

The role includes admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, while supporting a work-from-home setup.

You will work with a qualified-interest pipeline and receive full training with opportunities for advancement.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, 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.