Remote Benefits Consultant Trainee

AO Globe Life; Federal Way (WA); Remote; USD 50,000 - 80,000; 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 relationships after the first meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene, with interviews conducted on Zoom.

Beneficial traits include being driven, trainable, dependable, and comfortable on camera. The position offers full training and work-from-home flexibility within a results-driven environment.

Qualifications

• Assess needs and teach options while maintaining client relationships after the first meeting.
• Admin tasks include note taking, scheduling, and CRM hygiene.
• Willingness to participate in Zoom interviews.

Responsibilities

• Assess client needs, present suitable options, and nurture the relationship after the initial meeting.
• Handle administrative duties: notes, appointments, and CRM hygiene.
• Attend interviews via Zoom and coordinate virtual engagements.

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the first meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene, with interviews conducted on Zoom.

Beneficial traits include being driven, trainable, dependable, and comfortable on camera. The position offers full training and work-from-home flexibility within a results-driven environment.