Remote Benefits Outreach Consultant

AO Garcia Agency; Montgomery (AL); Remote; USD 42,000 - 70,000; 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, explains options, and maintains the relationship after the initial meeting. The role includes administrative duties such as recording notes, scheduling appointments, and keeping the CRM up to date.

Work from home with full training and access to the current tech stack. Candidates should be driven, trainable, and dependable, and comfortable appearing on camera as part of client interactions.

Qualifications

• CRM hygiene and administrative task experience.
• Ability to manage notes and appointments effectively.

Responsibilities

• Assess client needs and teach options.
• Maintain relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role includes administrative duties such as recording notes, scheduling appointments, and keeping the CRM up to date.

Work from home with full training and access to the current tech stack. Candidates should be driven, trainable, and dependable, and comfortable appearing on camera as part of client interactions.