Remote Benefits Guidance Advisor

AO Garcia Agency; Ely (NV); Remote; USD 45,000 - 75,000; 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, teach options, and maintain ongoing relationships after the initial meeting. This role emphasizes relationship management and effective communication in a remote setup.

Responsibilities include admin tasks like notes, appointments, and keeping the CRM up to date. Training is provided, with a performance-based path for advancement and access to current tech tools for remote work.

Qualifications

• Must be customer-oriented and able to build relationships.

Responsibilities

• Assess client needs and present options.
• Remain involved with the client after the first meeting to nurture the relationship.
• Handle admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, teach options, and maintain ongoing relationships after the initial meeting. This role emphasizes relationship management and effective communication in a remote setup.

Responsibilities include admin tasks like notes, appointments, and keeping the CRM up to date. Training is provided, with a performance-based path for advancement and access to current tech tools for remote work.