Remote Benefits Presentation Consultant

AO Garcia Agency; Brattleboro (VT); Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Globe Life seeks a Virtual Consultant who can assess client needs, present options, and guide decisions after the initial meeting. This role emphasizes relationship-building and consultative engagement in a remote setup.

You will manage admin tasks such as notes, appointments, and CRM hygiene, using the current tech stack. Full training is provided, with a pathway for performance-based advancement.

Qualifications

• No specific educational requirements are stated in the ad.
• Candidate should be comfortable with remote work and self-m scheduling.

Responsibilities

• Assess client needs and present options after the first meeting.
• Teach options and guide decision-making while maintaining the relationship.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Active listening

Communication

Relationship building

Trainability

Tools

CRM

Video conferencing

Job description

AO Globe Life seeks a Virtual Consultant who can assess client needs, present options, and guide decisions after the initial meeting. This role emphasizes relationship-building and consultative engagement in a remote setup.

You will manage admin tasks such as notes, appointments, and CRM hygiene, using the current tech stack. Full training is provided, with a pathway for performance-based advancement.