Remote Benefits Advisor | Virtual Consultations & Training

AO Garcia Agency; Milford (CT); A distancia; USD 50.000 - 70.000; 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 suitable options, and nurture the relationship after the first meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene, supported by full training and the current technology stack.

The position is remote with a national scope, offering clear path for performance-based advancement as you grow with the team.

Formación

• CRM hygiene and admin skills are essential.
• Ability to assess client needs and present options.
• Comfortable maintaining relationships after initial meeting.

Responsabilidades

• Assess client needs and teach options to clients.
• Maintain relationship after the first meeting and manage follow-up.

Conocimientos

CRM hygiene

Client assessment

Virtual presence

Herramientas

Current tech stack

Descripción del empleo

AO Globe Life is seeking a virtual consultant to assess client needs, present suitable options, and nurture the relationship after the first meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene, supported by full training and the current technology stack.

The position is remote with a national scope, offering clear path for performance-based advancement as you grow with the team.