Remote Insurance Client Advisor

AO Globe Life; Vancouver; Remote; CAD 34,000 - 83,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and nurtures the relationship after the initial meeting.

The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and the ability to work from home using the current tech stack. Interviews are conducted via Zoom.

Qualifications

• Admin tasks such as notes and CRM hygiene are part of the role.
• Comfort with presenting options and maintaining client relationships after meetings.
• Experience with Zoom or video interviews is a plus.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Admin duties include notes, appointments, and CRM hygiene.

Skills

CRM hygiene

Notes taking

Video calls

Tools

CRM system

Video conferencing

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.

Interviews on Zoom.