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US

  • Assess client needs and teach protection planning options through virtual consultations.
  • Manage administrative tasks including notes, appointments, and CRM hygiene.
  • Work from home with no cold calling and a qualified-interest pipeline.

Sales Communication CRM Consulting Relationship Management

20 jobs similar to Protection Planning Advisor

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$140,000–$160,000/yr
US

  • Execute the analytics framework for AI analytics, tracking performance of agent-replacement AI across voice and chat channels.
  • Design and run test analysis for AI model and prompt experiments, translating results into go/no-go recommendations.
  • Build and maintain dashboards and scorecards tracking KPIs like containment rate, accuracy, quality/CSAT, and escalation rate.

National Debt Relief is a leading debt settlement provider founded in 2009, helping over 450,000 people settle more than $10 billion in debt. It is a certified Great Place to Work with an A+ BBB rating and a team-oriented culture focused on employee growth.

US

  • Own the experiential and field marketing strategy across priority segments, creating memorable experiences for prospects and customers.
  • Plan and execute flagship conference presence, industry events, and sponsorships from strategy through on-site execution and post-event analysis.
  • Design and run account-based experiential programs, like executive dinners and roundtables, to build real relationships with named target accounts.

Preservica is a global leader in Active Digital Preservation, trusted by organizations to preserve their most important digital records for decades to come. The company values its staff as the heart of the business, offering competitive benefits and career development opportunities.

Poland

  • Facilitate scientific dialogue and support clinical research as a pipeline Medical Science Liaison in designated therapeutic areas.
  • Collaborate with clinical sites and cross-functional teams to support AbbVie-led trials and identify enrollment solutions.
  • Establish professional relationships with investigators and thought leaders, while ensuring compliance with regulations and policies.

AbbVie is a global biopharmaceutical company that discovers and delivers innovative medicines across immunology, oncology, neuroscience, and aesthetics. It is a large organization committed to integrity, innovation, and serving communities worldwide.

$160,000–$200,000/yr
US

  • Own growth marketing strategy, budget, and acquisition channels to build a repeatable engine for acquiring well-fit contractors.
  • Lead a bench of freelance specialists across paid media, content, and creative, with hands-on execution and experimentation.
  • Build and maintain measurement, automations, and conversion improvements to drive qualified pipeline and customer acquisition.

We are the AI back office for the skilled trades, starting with the $50B+ HVAC industry. We are a small startup at $1.5M ARR serving 55+ contractors, with over $9M in funding.

$95,900–$159,900/yr
US

  • Design, develop, and maintain scalable applications and services using Python or JavaScript/TypeScript with event-driven architectures.
  • Build and improve CI/CD pipelines, automated testing, and deployment practices to make releases safer and more repeatable.
  • Mentor engineers through thoughtful code reviews and lead by example while partnering with business teams to deliver practical solutions.

Dexcom is a global leader in continuous glucose monitoring, creating biosensing technology to help people manage diabetes and improve health. The company is fueled by thousands of ambitious, passionate employees worldwide who value integrity, dependability, and thinking big.

$140,000–$155,000/yr
US Unlimited PTO 20w maternity 12w paternity

  • Build and improve backend services and APIs for basketball scorekeeping, stats, and postgame experiences.
  • Develop web features that make basketball box scores and stats accessible to coaches and families.
  • Own technical design and delivery, making architectural decisions that fit existing systems and product needs.

GameChanger builds a platform for youth sports, enabling families and coaches to capture and share game moments. It is a remote-first, dynamic tech company based in New York City solving challenges in youth sports.

US

  • Lead the design and delivery of complex, multi-component features and systems for Development Infrastructure.
  • Develop and maintain CI/CD tools, Docker images, and build/deploy pipelines.
  • Take ownership of on-call issues and coach engineers through the software development lifecycle.

Abnormal protects organizations from AI-powered cybercrime with a behavioral AI platform. 5,000 enterprises trust the platform, and the team values collaboration, continuous learning, and engineering excellence.

India

  • Design, develop, and optimize ServiceNow workflows and platform solutions.
  • Customize forms and platform components to meet business requirements.
  • Collaborate with stakeholders and work remotely on a U.S. Eastern Time schedule.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It reviews applications using algorithms and shares top-fitting profiles directly with employers.

$140,000–$160,000/yr
US

  • Owns the architecture and technical direction of Netflix's security technology ecosystem.
  • Leads the Solutions Engineering team in designing, integrating, and supporting security systems.
  • Manages project intake, resource allocation, and delivery across the security technology portfolio.

Netflix is a global streaming entertainment service offering films, series, and games to members worldwide. As a large technology-driven company, it fosters a culture of freedom and responsibility with high-performing teams.

US Unlimited PTO

  • Own a territory and its production target, growing bound premium and policy count through independent agencies.
  • Build in-person agency relationships, pitch Branch's value, and drive quality quoting behavior.
  • Track pipeline, address objections, and report field insights to internal teams.

Branch is an insurance technology company that uses data, tech, and automation to make insurance simpler, more affordable, and more accessible. The company is remote-first and people-focused, with a culture built on transparency, pay equity, and flexibility.

US

  • Develop core backend infrastructure for blockchain execution and Ethereum scaling.
  • Tackle distributed systems challenges involving reliability, performance, and scalability.
  • Strengthen security and drive projects from investigation through implementation.

They build foundational infrastructure for Ethereum scalability, security, and decentralized applications. They are a remote-first, globally distributed team collaborating across research, product, and blockchain engineering.

$167,800–$220,000/yr
US

  • Lead enterprise-wide financial strategy, accounting operations, and compliance across multiple legal entities.
  • Partner with executive leadership and the Board to deliver financial insights, reporting, and scenario analysis.
  • Oversee budgeting, forecasting, treasury management, and modernization of financial systems and controls.

The organization is a mission-driven, technology-enabled nonprofit focused on expanding access and opportunity in communities. It operates fully remote nationwide, with a collaborative culture and a lean, high-performing finance team.

US

  • Design and build CI/CD workflow integrations that bring application security into software delivery pipelines and developer environments.
  • Run discovery sessions and architecture workshops with enterprise customers to align the Snyk platform to their requirements.
  • Build trusted relationships with technical stakeholders and support implementations from pre-sales through post-sales.

Snyk builds a security platform where AI agents work alongside engineers to find and fix risk at the speed software is built. The company fosters an inclusive culture with global benefits and employee resource groups, aiming to make the digital world safer.

UK

  • Conduct moderation activities in line with awarding organisation and regulatory requirements.
  • Review centre marking to ensure assessment decisions are accurate, consistent and meet required standards.
  • Produce clear, accurate and timely moderation reports within agreed service level agreements.

We are NCFE, an awarding organisation with a core purpose to promote and advance learning to create a fairer, more inclusive society. With over 170 years of education experience, we are committed to ensuring no learner is left behind and to building rich diversity into our workforce.

$66,960–$97,200/yr
Europe

  • Own the test strategy and regression platform for Linro's cloud security product.
  • Build automated tests for the policy engine, plugins, integrations, and frontend.
  • Run CI quality gates and test environments using Playwright, Go, TypeScript, and Kubernetes.

Linro is a Berlin-based cloud security company building a real-time, agentic cloud-security platform that enforces intended state across the infrastructure lifecycle. Founded in Berlin in 2026, it's an early-stage, fully remote team across Europe that values ownership and async work.

$110,000–$130,000/yr
US Unlimited PTO

  • Own the tiered target account list and orchestrate account-based marketing plays across buying committees.
  • Run multi-channel demand generation across content, digital, events, and sales to grow Corporate Tech pipeline.
  • Measure program performance and scale winning plays to hit SAO and revenue targets.

YipitData is a market research and analytics firm for the disruptive economy, analyzing billions of data points for actionable insights. We operate globally and our award-winning culture emphasizes transparency, ownership, and continuous mastery.

$7,000–$10,000/yr
Global

  • Own the Meta ad account end-to-end across Facebook and Instagram, including structure, launches, budgets, and daily performance.
  • Scale high six-figure daily ad spend and make independent, high-stakes decisions on pacing, allocation, and volatility management.
  • Build structured testing frameworks and translate performance data into creative direction and actionable next steps.

Resilia is a fast-growing CPG and supplement brand dedicated to delivering premium, highly credible wellness solutions. The company emphasizes education and autonomy in a remote-first, asynchronous culture.

$161,500–$209,000/yr
US

  • Build reusable dbt models and BigQuery datasets that represent core business concepts with clear grain, keys, and historical behavior.
  • Develop shared LookML views and self-service analytics to keep business logic consistent across dbt and Looker.
  • Own data correctness through automated tests, investigate discrepancies, and deliver modernization into production.

Virta Health is transforming metabolic health care by helping people reverse type 2 diabetes and obesity through virtual care, personalized nutrition, and technology. The company has raised over $350 million from top-tier investors and partners with major health plans and employers, fostering a values-driven, remote-first culture.

Latin America Europe

  • Act as a trusted operational partner to a senior executive, tracking projects and priorities across multiple businesses.
  • Build project management systems and implement AI-powered tools to improve productivity and reporting.
  • Coordinate investor relations, complex schedules, international travel, and cross-functional communications.

The hiring company is a partner organization managing multiple businesses and a mission-driven nonprofit initiative. It operates as a fully remote, international team that values initiative, adaptability, and measurable results.

US

  • Lead the evolution of a mobile engineering team toward an AI-native product platform.
  • Drive thin-client architecture and partner with backend teams on Python AI services.
  • Mentor engineers and improve DevOps, delivery, and quality processes across the organization.

The company is building an AI-first participant platform, delivering mobile and web experiences across iOS and Android. It is a remote-first organization with a collaborative, transparent culture that emphasizes communication, learning, and shared understanding of company priorities.