Legacy Planning Advisor

Protecting Families and Creating Financial Security from the Comfort of Your Home

Are you seeking a fulfilling work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Do you have a passion for making a positive impact in the lives of families? AO South is looking for dedicated individuals to join our team as Legacy Planning Advisor, where your role will be to protect families through tailored financial services. Whether you’re new to the insurance industry or an experienced professional, we guide you through every step of the process!

Why Join Us?

• Make a Difference: Be part of a mission-driven team focused on protecting families and providing peace of mind through essential financial services.
• Work from Home: Enjoy the flexibility of remote work, allowing you to balance professional commitments with personal life in a comfortable environment.
• Opportunity for Growth: Advance your career with a company that values your potential, offering opportunities for professional development and internal promotions.
• Help Others: Use your expertise to assist families in securing their financial futures, providing them with the confidence to navigate life’s uncertainties.
• Integrity: Uphold the highest standards of integrity, ensuring that every client interaction is built on trust, transparency, and ethical conduct.

Qualifications:

• A genuine desire to help others and make a positive impact.
• Strong communication and interpersonal skills.
• Ability to work independently while collaborating effectively with a team.
• Commitment to ethical conduct and integrity in all professional dealings.

Key Responsibilities:

• Warm Sales Calls: Engage with members from our extensive membership database to identify their financial needs.
• Product Education: Clearly explain the importance and benefits of supplemental insurance products.
• Customer Service Excellence: Provide top-tier customer service, maintaining long-term relationships and ensuring client satisfaction.
• Application Support: Assist clients throughout the entire application process, addressing any questions or concerns while providing regular updates.
• Post-Policy Support: Offer ongoing assistance after policies are in place, including policy reviews, beneficiary updates, and claims support.
• Compliance: Adhere to all industry regulations and ethical standards related to the sale and servicing of life insurance policies.

What We Offer:

• 100% Remote Work: Work from the comfort of your home with full flexibility.
• Comprehensive Training: Whether you’re new to insurance or an experienced professional, we provide the training and mentorship needed to succeed.
• Unlimited Earning Potential: Benefit from a commission-based structure with no earning caps, complemented by performance bonuses.
• Work-Life Balance: Flexible hours and remote work allow you to manage personal and professional responsibilities with ease.
• Ongoing Support: Receive continuous training and access to a supportive team environment that fosters personal and professional growth.

Join Our Mission:

If you're ready to embark on a rewarding career where you can work remotely, help others, and grow with a company that values integrity and compassion, apply now! This is your chance to make a meaningful difference in the lives of families and children through financial services. Don’t miss out on the opportunity to join a team that’s committed to supporting and protecting those in need.

Please Note:
We are currently hiring U.S. residents who are legally authorized to work in the United States.

AO South is an Equal Opportunity Employer.