Remote Benefits Planning Consultant

AO Globe Life; Huron (SD); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Full training

Work from home

CRM hygiene support

No cold calling

Job summary

AO Globe Life seeks a virtual consultant who can assess client needs, present options, and nurture the relationship after the first meeting—all from home. You’ll guide prospects through tailored scenarios and capture insights in the CRM to move conversations forward.

The role includes admin duties such as notes, appointments, and CRM hygiene. You’ll participate in Zoom interviews, receive full training, and enjoy a clear path for advancement based on performance in a collaborative, remote team.

Responsibilities

• Assess client needs and present options during meetings.
• Maintain relationship after first meeting and document insights in CRM.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

AO Globe Life seeks a virtual consultant who can assess client needs, present options, and nurture the relationship after the first meeting—all from home. You’ll guide prospects through tailored scenarios and capture insights in the CRM to move conversations forward.

The role includes admin duties such as notes, appointments, and CRM hygiene. You’ll participate in Zoom interviews, receive full training, and enjoy a clear path for advancement based on performance in a collaborative, remote team.