Future Planning Specialist REMOTE
United States - Remote
Empower Families, Secure Legacies β All from the Comfort of Home
Are you looking for a remote career where you can truly make a difference? Join AO South as a Work-from-Home (WFH) Protection Specialist and help families secure their financial future. This opportunity allows you to work remotely, enjoy a flexible schedule, and achieve financial success while providing expert guidance and protection solutions to individuals and families.
At AO South, we are committed to delivering exceptional service and ensuring our clients have the peace of mind they deserve. If you're passionate about helping others, have a self-driven mindset, and want a rewarding career, this is the perfect opportunity for you.
π Why Choose AO South?
β 100% Remote Work β Work from anywhere with an internet connection.
β Uncapped Earnings β Top performers consistently earn six figures.
β Pre-Qualified Leads Provided β No cold callingβfocus on helping clients.
β Zero Overhead Costs β We cover expenses, so you can focus on success.
β Incentive-Based Rewards β Performance bonuses, trips, and recognition for top agents.
β Union Membership β Enjoy exclusive benefits and professional representation through OPEIU Local 277.
β Established & Respected Organization β Over 70 years of industry success serving veterans, labor union members, and credit union members.
πΉ What Youβll Do as a WFH Protection Specialist
- Engage with Individuals & Families β Conduct virtual meetings to understand their financial protection needs.
- Provide Expert Guidance β Offer customized insurance solutions that align with their goals.
- Assist with Enrollment β Walk clients through the application and enrollment process with care and professionalism.
- Deliver Exceptional Service β Answer questions, resolve concerns, and maintain ongoing client relationships.
- Work Collaboratively β Coordinate with team members to ensure seamless client experiences.
- Maintain Accurate Records β Document interactions and policy details to ensure compliance.
π What Weβre Looking For
β Excellent Communication Skills β Strong verbal and written abilities.
β Detail-Oriented & Organized β Ability to manage multiple clients efficiently.
β Self-Motivated & Independent β Thrive in a remote work setting with minimal supervision.
β Tech-Savvy β Comfortable using computer systems, virtual meeting platforms, and digital tools.
β Sales or Customer Service Experience (Preferred, but Not Required) β If youβre motivated, weβll provide the training you need to succeed.
β Adaptability β Ability to work in a fast-paced environment and adjust to client needs.
β Home Office Setup β Must have a Windows Laptop/PC, stable internet connection, and a working camera.
π Why This Isnβt Just Another Job
This is more than just a paycheckβitβs a career with purpose. Youβll be helping families secure their financial future, gaining unlimited earning potential, and growing in a mentorship-driven environment that values your success and professional development.
Ready to take the next step?
Apply today and start your journey toward a rewarding career with AO South!
Important Hiring Information
- Applicants must be legally authorized to work in the U.S.
- At this time, we are unable to hire non-U.S. residents or citizens.
AO Globe Life // AO South is an Equal Opportunity Employer
ApplyJob Profile
Must be legally authorized to work in the US No cold calling Unable to hire non-U.S. residents or citizens
Benefits/Perks100% Remote 100% remote work Bonuses Earning potential Flexible schedule Fully remote Incentive-based rewards Leads provided Make a difference Mentorship No cold calling Performance bonuses Pre-qualified leads Professional development Remote work Training Uncapped earnings Union membership Unlimited earning potential Work from Anywhere Work remotely Zero overhead costs
Tasks- Answer questions
- Assist with enrollment
- Compliance
- Conduct virtual meetings
- Customer Service
- Deliver exceptional service
- Document interactions
- Ensure compliance
- Maintain accurate records
- Maintain client relationships
- Offer customized insurance solutions
- Professional Development
- Sales
- Training
Adaptability Communication Compliance Computer Computer Systems Customer service Digital Tools Enrollment process Insurance Insurance Solutions Internet Mentorship Organization Organized Professional Development Remote work Sales Self-motivated Tech-savvy Training Virtual meeting platforms Virtual meetings Windows
Experience0 years
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9