Remote Benefits Planner & Virtual Consultant

AO Globe Life; Georgetown (DE); Remote; USD 45,000 - 65,000; 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 clients' needs, explains options, and maintains the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene. Interviews are conducted via Zoom.

The position is remote with full training, a current tech stack, and opportunities for performance-based advancement. No cold calling is required, and the role emphasizes staying connected with clients through the process.

Responsibilities

• Assess needs and teach options to clients
• Maintain relationship after first meeting
• Admin tasks: notes, appointments, CRM hygiene

Job description

AO Globe Life is seeking a virtual consultant who assesses clients' needs, explains options, and maintains the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene. Interviews are conducted via Zoom.

The position is remote with full training, a current tech stack, and opportunities for performance-based advancement. No cold calling is required, and the role emphasizes staying connected with clients through the process.