Remote Benefits Consultant

AO Garcia Agency; Kent (WA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

No cold calling

Full training

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and stay engaged after the initial meeting. You will also handle admin duties like notes, appointments, and CRM hygiene while working remotely with the current tech stack.

The role emphasizes relationship-building, ongoing follow-up, and a pipeline of qualified opportunities, with full training and remote work flexibility.

Qualifications

• Assess needs and teach options to clients.
• Maintain relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

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

Skills

CRM hygiene

Relationship management

Remote work

Training aptitude

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and stay engaged after the initial meeting. You will also handle admin duties like notes, appointments, and CRM hygiene while working remotely with the current tech stack.

The role emphasizes relationship-building, ongoing follow-up, and a pipeline of qualified opportunities, with full training and remote work flexibility.