Remote Benefits Consultant & Intake Specialist

AO Globe Life; Westminster (CO); Remote; USD 34,000 - 55,000; Full time

Benefits offered by this job

No cold calling

Work from home

Full training

Current tech stack

Qualified-interest pipeline

Performance-based advancement

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. This remote role is based in Westminster, CO, emphasizing attentive listening, guidance, and trust-building.

Administrative duties include taking notes, scheduling appointments, and ensuring CRM hygiene. You will have access to a current tech stack, a qualified-interest pipeline, and comprehensive training, with opportunities for advancement based

Responsibilities

• Assess customer needs and present suitable options, guiding decision-making.
• Maintain the relationship after the first meeting and manage follow-ups.

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. This remote role is based in Westminster, CO, emphasizing attentive listening, guidance, and trust-building.

Administrative duties include taking notes, scheduling appointments, and ensuring CRM hygiene. You will have access to a current tech stack, a qualified-interest pipeline, and comprehensive training, with opportunities for advancement based