Remote Benefits Strategy Consultant

AO Globe Life; Lansdale (Montgomery County); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

AO Globe Life is seeking a Virtual Consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative tasks such as taking notes, scheduling appointments, and keeping CRM data clean.

You will work from home and contribute to a qualified-interest pipeline while advancing through performance-based incentives. The position emphasizes reliable, trainable, and coachable individuals who communicate well on camera and are

Qualifications

• Must be able to assess client needs and present suitable options.
• Strong relationship-building skills for post-meeting follow-up.
• Attention to details in notes, appointments and CRM hygiene.

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera comfortable

Job description

AO Globe Life is seeking a Virtual Consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative tasks such as taking notes, scheduling appointments, and keeping CRM data clean.

You will work from home and contribute to a qualified-interest pipeline while advancing through performance-based incentives. The position emphasizes reliable, trainable, and coachable individuals who communicate well on camera and are