Remote Benefits Intake Associate

AO Garcia Agency; Winnipeg; Remote; CAD 55,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant to assess customer needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties like taking notes, scheduling appointments, and keeping CRM data clean.

Candidates should be comfortable with a camera and able to operate in a fast-paced, remote environment. Training is provided and the position offers growth opportunities within a performance-driven framework.

Qualifications

• Traits like being driven, trainable and dependable help in a virtual consultant role.
• Comfort with competition and camera presence are valued assets.

Responsibilities

• Assess needs, teach options, and maintain the relationship after the first meeting.
• Handle admin tasks such as notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.