Remote Benefits Consultant - Full Training & Growth

AO Garcia Agency; Rockville (MD); Remote; USD 60,000 - 90,000; 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 based in the United States. You will assess client needs, teach options, and maintain the relationship after the initial meeting.

Expect responsibilities that include administrative duties such as notes, appointment scheduling, and CRM hygiene, all while leveraging the current tech stack in a work-from-home setup. You will thrive if you are driven, trainable, dependable, and comfortable with camera presence.

Qualifications

• Experience conducting virtual consultations and needs assessment.
• Ability to maintain client relationships post initial meeting.
• Strong organizational skills for CRM hygiene and note-taking.

Responsibilities

• Assess client needs and present suitable options in virtual sessions.
• Stay in relationship with clients after the first meeting to nurture progress.

Skills

Needs assessment

Relationship management

CRM hygiene

Virtual consultation

Tools

CRM system

Job description

AO Globe Life is seeking a virtual consultant based in the United States. You will assess client needs, teach options, and maintain the relationship after the initial meeting.

Expect responsibilities that include administrative duties such as notes, appointment scheduling, and CRM hygiene, all while leveraging the current tech stack in a work-from-home setup. You will thrive if you are driven, trainable, dependable, and comfortable with camera presence.