Remote Benefits Guidance Consultant

AO Garcia Agency; Penn Hills (Allegheny County); Remote; USD 50,000 - 90,000; 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 hiring a virtual consultant who will assess client needs, present suitable options, and stay engaged with prospects from the initial meeting through ongoing relationship-building.

You will also handle administrative tasks, keep detailed notes, and maintain CRM hygiene to ensure a smooth sales process. The role supports a qualified-interest pipeline and includes full training and remote work.

Responsibilities

• Assess client needs and educate options for how to proceed.
• Maintain CRM hygiene, take notes, and book/track appointments.
• Stay in the relationship after the first meeting to nurture prospects.

Job description

AO Globe Life is hiring a virtual consultant who will assess client needs, present suitable options, and stay engaged with prospects from the initial meeting through ongoing relationship-building.

You will also handle administrative tasks, keep detailed notes, and maintain CRM hygiene to ensure a smooth sales process. The role supports a qualified-interest pipeline and includes full training and remote work.