Remote Benefits Consultant: Training & Growth

AO Garcia Agency; Anaheim (CA); Remote; USD 45,000 - 70,000; Full time

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 leverages current tech stack and enables a fully remote workflow from home.

You will handle administrative tasks such as notes, appointments, and CRM hygiene while working in a results-driven environment that rewards performance with advancement. A camera-friendly, trainable, and dependable mindset helps you succeed.

Qualifications

• Role focuses on virtual consulting with client needs assessment and option presentation.
• Candidate should be trainable and comfortable on camera.

Responsibilities

• Assess client needs and teach options.
• Stay in relationship after first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

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 leverages current tech stack and enables a fully remote workflow from home.

You will handle administrative tasks such as notes, appointments, and CRM hygiene while working in a results-driven environment that rewards performance with advancement. A camera-friendly, trainable, and dependable mindset helps you succeed.