Remote Benefits Consultant & Client Advisor

AO Globe Life; Saint Paul (MN); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant in the United States who assesses client needs, teaches options, and maintains the relationship after the initial meeting.

The role includes admin tasks such as notes, appointments, and CRM hygiene, with a fully remote setup and ongoing training. Interviews are conducted via Zoom, and you will work within a supportive, performance-driven team.

Responsibilities

• Assess client needs and preferences during virtual consultations.
• Teach available options and guide clients to suitable solutions.
• Maintain the client relationship after the first meeting and ensure CRM hygiene.
• Handle admin tasks: notes, appointments, and CRM data cleanliness.

Job description

AO Globe Life is seeking a virtual consultant in the United States who assesses client needs, teaches options, and maintains the relationship after the initial meeting.

The role includes admin tasks such as notes, appointments, and CRM hygiene, with a fully remote setup and ongoing training. Interviews are conducted via Zoom, and you will work within a supportive, performance-driven team.