Remote Benefits Planning Consultant

AO Globe Life; Sacramento (CA); Remote; USD 52,000 - 78,000; 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 can assess client needs, present options, and maintain the relationship after the initial meeting. This role emphasizes strong communication, empathy, and the ability to guide prospects through decisions.

Administrative duties are part of the job, including note-taking, scheduling, and maintaining CRM hygiene. The position offers work-from-home flexibility and ongoing training to stay up-to-date with our current tech stack.

Responsibilities

• Assess client needs and tailor options accordingly.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant who can assess client needs, present options, and maintain the relationship after the initial meeting. This role emphasizes strong communication, empathy, and the ability to guide prospects through decisions.

Administrative duties are part of the job, including note-taking, scheduling, and maintaining CRM hygiene. The position offers work-from-home flexibility and ongoing training to stay up-to-date with our current tech stack.