Legacy Planning Consultant @Hamilton Organization

[Hiring] Legacy Planning Consultant @Hamilton Organization

Apr 05, 2025 - Hamilton Organization is hiring a remote Legacy Planning Consultant. đź’¸ Salary: six-figure earning potential with uncapped commissions. đź“ŤLocation: USA.

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Role Description

Are you seeking a remote opportunity where you can have a meaningful impact on people’s lives? Join Globe Life AO and help individuals and families secure the financial protection they need. At AO South, we are committed to delivering expert guidance and excellent service, ensuring our clients feel supported every step of the way. With us, you'll enjoy the flexibility to work from the comfort of your home while building a fulfilling and rewarding career.

What We Offer

  • Fully Remote Work: Enjoy the freedom of working from home with the flexibility to create a schedule that fits your lifestyle.
  • Six-Figure Earning Potential: Unlock your financial success with uncapped commissions based on performance.
  • Warm Leads Provided: Focus on meaningful client interactions—no need to search for leads.
  • Zero Overhead Costs: We take care of operational expenses, so you can focus on your success.
  • Performance Incentives: Participate in top agent incentive programs, including bonuses and rewards.
  • Union Membership: Join OPEIU Local 277 and enhance your professional network with union representation.
  • Stability & Growth: Be part of a reliable organization with decades of proven success and a focus on excellence.

Primary Responsibilities

  • Engage with Clients Remotely: Conduct virtual meetings with individuals and families to assess their insurance needs.
  • Guide Clients Through Enrollment: Provide expert advice and assist with the enrollment process.
  • Address Inquiries: Respond to questions and concerns, offering clarity and support.
  • Collaborate with Team Members: Ensure a smooth, seamless enrollment process through teamwork.
  • Maintain Detailed Records: Keep accurate and thorough documentation of client interactions and enrollment activities.

What We’re Looking For

  • Excellent Communication Skills: Strong verbal and written abilities for client interaction.
  • Attention to Detail: Organizational skills to manage records and paperwork accurately.
  • Ability to Work Independently: Self-motivation and time management skills are essential.
  • Prior Experience in Sales or Customer Service: Preferred but not required.
  • Proficiency with Technology: Familiarity with computer systems, software, and virtual tools (e.g., Zoom, Google Drive).
  • Adaptability: Ability to thrive in a fast-paced environment and manage changing priorities.
  • Reliable Home Setup: Must have a Windows Laptop/PC, stable internet access, and a functioning camera.

Experience Requirements

  • Entry Level

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đź“Ť Be aware of the location restriction for this remote position: USA
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Legacy Planning Consultant @Hamilton Organization
Sales / Business
Salary đź’¸ six-figure earning potential with uncapped commissions
Remote Location
USA
Job Type full-time
Posted Apr 05, 2025
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️
đź“Ť Be aware of the location restriction for this remote position: USA
‼ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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