Remote Benefits Navigator | Virtual Consultant

AO Globe Life; Providence (RI); Remote; USD 55,000 - 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 who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM data clean, with full training provided.

The position supports remote work and uses the current tech stack to enable seamless communication and follow-up. Ideal candidates are driven, trainable and dependable, comfortable on camera, and ready to

Qualifications

• Please only include items actually stated in the ad.

Responsibilities

• Assess needs and teach options; stay in the relationship after the first meeting.
• Handle administrative tasks: notes, appointments and CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM data clean, with full training provided.

The position supports remote work and uses the current tech stack to enable seamless communication and follow-up. Ideal candidates are driven, trainable and dependable, comfortable on camera, and ready to