Remote Client Benefits Consultant

AO Globe Life; Kennewick (WA); Remote; USD 55,000 - 90,000; 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 seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene. It offers a fully remote setup with training and ongoing support.

The candidate should be driven, trainable, and dependable, comfortable on camera, and capable of working via Zoom during interviews and client calls. Training is provided to get up to speed.

Qualifications

• Experience with CRM systems and administrative processes.
• Comfortable on video calls and maintaining accurate notes.

Responsibilities

• Assess client needs, explain options, and nurture relationships after initial meeting.
• Handle admin duties such as notes, scheduling, and CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

Interviews on Zoom.