Home-Based Client Benefits Liaison

AO Garcia Agency; Havre (MT); Remote; USD 42,000 - 72,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

CRM pipeline

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes admin duties such as note-taking, scheduling, and CRM hygiene, with a strong emphasis on client follow-up and relationship management.

Expect full training and a pipeline focused on qualified interests, with performance-based advancement and a tech stack that supports remote work.

Qualifications

• Customer-focused consultant role with ability to assess needs and present options.
• Ability to maintain client relationships after initial meeting.
• Strong admin skills: notes, scheduling, CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Teach clients about available options and guide decisions.
• Maintain ongoing relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship building

Active listening

Communication

CRM familiarity

Tools

CRM

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.