Remote Benefits Consultant – Virtual Advisor

AO Globe Life; New Britain (CT); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and guide them through the decision process. The role includes administrative tasks like notes, scheduling, and CRM hygiene, with interviews conducted on Zoom and training provided.

A strong focus on relationship-building and consistent follow-up is essential. The position offers remote work from home with opportunities for performance-based advancement in a current tech-enabled environment.

Responsibilities

• Assess customer needs during initial contact.
• Teach options and guide customers through the decision process.
• Maintain relationship after the first meeting.

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and guide them through the decision process. The role includes administrative tasks like notes, scheduling, and CRM hygiene, with interviews conducted on Zoom and training provided.

A strong focus on relationship-building and consistent follow-up is essential. The position offers remote work from home with opportunities for performance-based advancement in a current tech-enabled environment.