Remote Benefits Consultant | Full Training Included

AO Garcia Agency; Marietta (GA); Remote; USD 40,000 - 70,000; 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 who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with the flexibility of working from home.

The ideal candidate is driven, trainable, dependable, comfortable on camera, and able to navigate a qualified-interest pipeline without cold calling.

Qualifications

• Comfortable on camera for virtual meetings.
• Reliable and trainable with strong follow-through.
• Able to manage client notes, scheduling, and CRM hygiene.
• Willing to work in a remote, home-based setup.

Responsibilities

• Assess client needs, present options, and guide decisions.
• Stay in the relationship after the first meeting to nurture progress.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

CRM hygiene

Notes management

Appointment scheduling

Relationship management

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with the flexibility of working from home.

The ideal candidate is driven, trainable, dependable, comfortable on camera, and able to navigate a qualified-interest pipeline without cold calling.