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Virtual - Client Portfolio Specialist

Remote / Online - Candidates ideally in
Kokomo, Howard County, Indiana, 46901, USA
Listing for: AO Globe Life
Remote/Work from Home position Listed on 2026-11-06
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 40000 - 64000 USD Yearly USD 40000.00 64000.00 YEAR

Job Description & How to Apply Below

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal
  • 1. Home office. Web presentations.
  • 2. Work that matters to families.
  • 3. Training and leaders who stay involved.
  • 4. A schedule you can build around real life.
  • 5. A portfolio you keep serving - not a stack of one-off calls.
Requirements
  • Communication that is clear and human
  • Discipline without a supervisor in the hallway
  • Openness to a proven process
  • Interest in benefits conversations, not just "sales energy"

Our team is growing, and we are hiring a Virtual
- Client Portfolio Specialist in Fort Wayne, IN, United States.

This posting is for the Virtual
- Client Portfolio Specialist role at AO Globe Life, based in Fort Wayne, IN, United States.

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