Remote Benefits Consultant — Virtual, Full Training

AO Garcia Agency; Laurel (MT); Remote; USD 42,000 - 64,000; 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 to assess client needs, present options, and nurture the client relationship after the initial meeting. The role emphasizes customer-focused guidance and ongoing support, all from a remote setting.

Responsibilities include administrative tasks such as note-taking, scheduling, and maintaining CRM hygiene. A comprehensive training program and a qualified-interest pipeline are provided to enable success from day one.

Qualifications

• Strong communication and relationship-building skills.
• Ability to assess client needs and present suitable options.
• Comfortable working in a remote, self-directed environment.

Responsibilities

• Assess client needs, teach options, and sustain relationships after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene, and data entry.

Skills

Driven

Trainable

Dependable

Camera-friendly

Competitive

CRM proficiency

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the client relationship after the initial meeting. The role emphasizes customer-focused guidance and ongoing support, all from a remote setting.

Responsibilities include administrative tasks such as note-taking, scheduling, and maintaining CRM hygiene. A comprehensive training program and a qualified-interest pipeline are provided to enable success from day one.