Remote Benefits Presentation Consultant | Full Training

AO Garcia Agency; Lansing (MI); Remote; USD 34,000 - 83,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Full training

Current tech stack

Work from home

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene, performed from a home-based setup with full training.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with a willingness to work remotely and advance through performance-based growth.

Qualifications

• Virtual consultant role requires assessing needs and educating options.
• Able to maintain CRM hygiene and documentation.
• Comfortable on camera during virtual meetings.
• Willingness to work from home and engage clients remotely.

Responsibilities

• Assess client needs and teach options to help decision-making.
• Stay engaged with clients to nurture the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene, and data entry.

Skills

Self-motivated

Strong communication

Relationship building

CRM hygiene

Tools

CRM software

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene, performed from a home-based setup with full training.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with a willingness to work remotely and advance through performance-based growth.