Remote Client Portfolio Consultant

AO Globe Life; Fremont (NE); Remote; USD 45,000 - 65,000; 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, present options, and nurture the relationship after the initial meeting. The role includes administrative tasks such as notes, calendar management, and CRM hygiene.

You will work from home with comprehensive training, a qualified-interest pipeline, and opportunities for advancement based on performance. The position emphasizes reliability and strong communication in video interactions.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks including notes, appointments, and CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative tasks such as notes, calendar management, and CRM hygiene.

You will work from home with comprehensive training, a qualified-interest pipeline, and opportunities for advancement based on performance. The position emphasizes reliability and strong communication in video interactions.