Family Needs Assessment Advisor - Remote

AO Globe Life; Horn Lake (MS); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Globe Life is seeking a virtual consultant in the United States. You will assess client needs, present options, and guide the relationship through the first meeting.

You will handle admin tasks, notes, CRM hygiene, and scheduling. Interviews are conducted on Zoom and training is provided to get you up to speed.

Qualifications

• Assess customer needs and explain options.
• Maintain the relationship after initial meeting.
• Maintain CRM hygiene and admin tasks like notes and appointments.

Responsibilities

• Conduct virtual consultations via Zoom.
• Document notes and schedule follow-ups.
• Maintain accurate CRM records.

Skills

Needs assessment

Consultative selling

Relationship management

Zoom readiness

Tools

CRM software

Zoom

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.