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AO Globe Life

Life insurance agency network

Virtual Client Portfolio Specialist

Wealth Management & Financial AdvisoryPosted on Nov 12
Full-timeYankton, SD, USANo salary listed

About the Job

Requirements

  • Candidates should be driven, dependable, comfortable competing, and comfortable appearing on camera.
  • Candidates should be trainable; full training is provided.

Responsibilities

  • Assess client needs and teach clients about available options.
  • Maintain the client relationship after the initial meeting.
  • Document notes, manage appointments, and maintain customer relationship management (CRM) records.

Desired Qualifications

  • Work with a qualified-interest pipeline; cold calling is not part of the role.
  • Performance-based advancement is available.
  • Use the current technology stack.

About the Company

AO Globe Life

Life insurance agency network

AO Globe Life is a life insurance agency network serving working families across the United States and Canada. Its agents help customers understand and select life, supplemental health, and related protection products offered through Globe Life. The organization operates through multiple regional and independently branded agencies, with teams focused on virtual consultations, policy guidance, customer service, and sales. AO Globe Life recruits licensed agents, managers, and support professionals for remote and field-based roles across its distributed agency network in North America.

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Total funding
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