Remote Benefits Advisor — Full Training & Growth

AO Globe Life; Colchester (VT); Remote; USD 45,000 - 65,000; 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 to assess client needs, present options, and maintain ongoing relationships after initial meetings. The role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, all while working from home.

The position emphasizes a strong home-based setup, with a pathway for advancement and comprehensive training to keep you aligned with current tools and processes.

Qualifications

• Virtual consultant role focuses on needs assessment and relationship-building.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

On-camera presence

Tools

CRM

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after initial meetings. The role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, all while working from home.

The position emphasizes a strong home-based setup, with a pathway for advancement and comprehensive training to keep you aligned with current tools and processes.