Remote Client Benefits Advisor | Virtual Consultant

AO Globe Life; Concord (NC); Remote; USD 40,000 - 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 to assess client needs, teach options, and nurture relationships after the initial meeting. The role emphasizes client education and ongoing engagement from a remote setting.

Administrative tasks are part of the job, including notes, scheduling, and keeping CRM hygiene up to date. Expect interviews on Zoom and a pathway for performance-based advancement with full training and modern tech tools.

Qualifications

• Virtual consultant role assessing needs, teaching options, and nurturing relationships after the first meeting.
• Administrative duties include notes, appointments, and CRM hygiene.
• Interviews on Zoom.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, teach options, and nurture relationships after the initial meeting. The role emphasizes client education and ongoing engagement from a remote setting.

Administrative tasks are part of the job, including notes, scheduling, and keeping CRM hygiene up to date. Expect interviews on Zoom and a pathway for performance-based advancement with full training and modern tech tools.