Remote - Benefits Coordination Specialist

AO Globe Life

Lansdale (Montgomery County)

Remote

USD 50,000 - 75,000

Full time

2 days ago
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Benefits offered by this job

Full training
Work from home

Job summary

AO Globe Life is seeking a Virtual Consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative tasks such as taking notes, scheduling appointments, and keeping CRM data clean.

You will work from home and contribute to a qualified-interest pipeline while advancing through performance-based incentives. The position emphasizes reliable, trainable, and coachable individuals who communicate well on camera and are

Qualifications

  • Must be able to assess client needs and present suitable options.
  • Strong relationship-building skills for post-meeting follow-up.
  • Attention to details in notes, appointments and CRM hygiene.

Responsibilities

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

Skills

Driven
Trainable
Dependable
Competitive
Camera comfortable

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat
  • No cold calling
  • Qualified-interest pipeline
  • Performance-based advancement
  • Full training
  • Current tech stack
  • Work from home
Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

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