Remote Benefits Consultant & Client Advocate

AO Garcia Agency; San Diego (CA); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

No cold calls

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role includes administrative duties such as note taking, scheduling appointments, and keeping the CRM clean.

The position emphasizes staying connected with clients, leveraging current tech stack, and working from home with ongoing training and development opportunities.

Qualifications

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

Responsibilities

• Assess needs and teach options to clients.
• Nurture relationships after initial meeting.
• Manage admin tasks including notes, appointments and CRM upkeep.

Skills

CRM hygiene

Notes taking

Appointment scheduling

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role includes administrative duties such as note taking, scheduling appointments, and keeping the CRM clean.

The position emphasizes staying connected with clients, leveraging current tech stack, and working from home with ongoing training and development opportunities.