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AO Globe Life seeks a virtual consultant to assess client needs, explain options, and nurture relationships after the initial meeting. The role emphasizes note-taking, CRM hygiene, and staying engaged with clients as part of the process.
Responsibilities include admin duties such as notes, appointments, and CRM hygiene, with training provided and a path for advancement based on performance. This position supports a work-from-home setup, leveraging the current tech stack.
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.
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.