Financial Services Consultant

Globe Life • Milwaukee, WI

13h • Remote

About The Position

Financial Services Consultant (100% Remote) AO Globe Life is seeking a high-caliber professional for an experienced Financial Services Consultant position. This role is designed for the seasoned professional who excels at building relationships, navigating complex client needs, and delivering excellence in a virtual environment. We are a legacy-focused organization that values the expertise you bring to the table. At AO Globe Life, we provide the platform for you to leverage your experience while offering the path to executive-level leadership. The Executive Experience We provide a sophisticated infrastructure that supports your professional autonomy and rewards your results. 100% Virtual Flexibility: Design your professional environment with a fully remote schedule that respects your time and your results. Elite Mentorship: Collaborate with top-tier directors and executive mentors who are committed to your upward trajectory within our leadership hierarchy. Specialized Training: Transition your existing expertise into our proven systems through an advanced, streamlined onboarding process. Uncapped Growth: Our meritocratic structure ensures that your advancement is limited only by your ambition. We provide a clear, documented path to management and beyond. Key Responsibilities As a Financial Services Consultant, you will serve as a strategist for our clientele, focusing on:

Requirements

• Experience in consulting, account management, or a related high-touch service field.
• Proven ability to manage complex projects and maintain long-term professional relationships.
• Exceptional communication skills with the ability to present technical information in a clear, relatable manner.
• A self-governing work ethic with a track record of meeting and exceeding performance benchmarks in a remote setting.
• A leadership-oriented mindset with the desire to build and mentor your own team in the future.

Responsibilities

• Conducting comprehensive virtual consultations to assess and address the specific needs of labor unions, credit unions, and associations.
• Managing the full lifecycle of client portfolios, from initial discovery to final implementation.
• Utilizing high-level analytical skills to customize programs that provide long-term security for families and individuals.
• Collaborating with leadership to refine digital outreach strategies and improve organizational efficiency.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed