Remote Client Portfolio Consultant

AO Garcia Agency; Casper (WY); Remote; USD 42,000 - 72,000; 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 needs, teach options, and nurture the relationship after the first meeting. This role emphasizes relationship-building, active listening, and clear guidance. You will work from home and train with the team, using the current tech stack to stay connected with clients.

Admin tasks include notes, appointments, and CRM hygiene. The position offers work-from-home flexibility, ongoing training, and opportunities for advancement based on

Qualifications

• Driven, trainable, dependable traits valued.

Responsibilities

• Assess needs and teach options to prospects.
• Nurture the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera friendly

Competitive

Job description

AO Globe Life is seeking a virtual consultant to assess needs, teach options, and nurture the relationship after the first meeting. This role emphasizes relationship-building, active listening, and clear guidance. You will work from home and train with the team, using the current tech stack to stay connected with clients.

Admin tasks include notes, appointments, and CRM hygiene. The position offers work-from-home flexibility, ongoing training, and opportunities for advancement based on