Remote Benefits Advisor - Training, Growth & Impact

AO Garcia Agency; Bensalem Township (Bucks County); A distancia; USD 45.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descripción de la vacante

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and stay in the relationship after the initial meeting. In this role you will build trust and guide clients through options, using a modern remote setup.

Admin duties include notes, appointments, and CRM hygiene. You will receive full training and work with the current tech stack, enjoying a work-from-home arrangement across the United States.

Formación

• Client-facing skills and ability to assess needs.
• Strong organizational skills for admin tasks.

Responsabilidades

• Assess client needs and present options, maintaining relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Conocimientos

Relationship management

Communication

Herramientas

CRM

Descripción del empleo

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and stay in the relationship after the initial meeting. In this role you will build trust and guide clients through options, using a modern remote setup.

Admin duties include notes, appointments, and CRM hygiene. You will receive full training and work with the current tech stack, enjoying a work-from-home arrangement across the United States.