Remote Benefits Consultant — Growth & Full Training

AO Garcia Agency; Horn Lake (MS); Remote; USD 40,000 - 60,000; 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 seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role includes administrative duties like notes, scheduling, and CRM hygiene, with training and a current tech stack.

The position supports a work-from-home setup, with a performance-based advancement path. Successful candidates are driven, trainable, dependable, and comfortable appearing on camera.

Qualifications

• Assess client needs and tailor options accordingly.
• Maintain ongoing client relationships after initial meeting.
• Be able to work effectively in a remote/virtual setup.

Responsibilities

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

Skills

Needs assessment

Relationship management

CRM hygiene

Camera comfort

Tools

CRM software

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role includes administrative duties like notes, scheduling, and CRM hygiene, with training and a current tech stack.

The position supports a work-from-home setup, with a performance-based advancement path. Successful candidates are driven, trainable, dependable, and comfortable appearing on camera.