Remote Benefits Services Advisor

AO Globe Life; Gilbert (AZ); Remote; USD 50,000 - 70,000; 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 client needs, presents suitable options, and stays engaged with the client after the initial meeting. The role emphasizes building trust and guiding prospects through next steps while maintaining ongoing relationships.

Admin duties are part of the job, including notes, scheduling, and CRM hygiene. Interviews are conducted via Zoom, with training provided and access to the current tech stack.

Responsibilities

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

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, presents suitable options, and stays engaged with the client after the initial meeting. The role emphasizes building trust and guiding prospects through next steps while maintaining ongoing relationships.

Admin duties are part of the job, including notes, scheduling, and CRM hygiene. Interviews are conducted via Zoom, with training provided and access to the current tech stack.