Family Services Advisor - Remote

AO Globe Life; San Diego (CA); Remote; USD 60,000 - 90,000; 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 client needs, teach options, and nurture relationships after the first meeting. Administrative tasks such as notes, scheduling, and CRM hygiene are part of the role, and you will work from home with modern tools and training.

Interviews are conducted on Zoom. You will start with full training and access to the current tech stack to support client interactions and pipeline management.

Qualifications

• Driven and trainable, with a dependable work ethic.
• Comfortable competing in a results-driven environment.
• Willingness to present on camera and participate in virtual meetings.

Responsibilities

• You assess needs, present options, and guide clients after the initial meeting.
• Administrative duties include notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable with competition

Camera-ready

Tools

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.