Remote Client Portfolio Consultant

AO Garcia Agency; Peoria (AZ); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Work from home

Current tech stack

Full training

No cold calling

Performance-based advancement

Qualified-interest pipeline

Job summary

AO Globe Life is seeking a remote virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. You’ll guide prospects, tailor solutions, and move conversations toward a confident decision.

The role includes admin tasks such as notes, appointments, and CRM hygiene. You’ll train with current tech stack and have a clear path for performance-based advancement while working from home in a supportive team environment.

Responsibilities

• 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.

Job description

AO Globe Life is seeking a remote virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. You’ll guide prospects, tailor solutions, and move conversations toward a confident decision.

The role includes admin tasks such as notes, appointments, and CRM hygiene. You’ll train with current tech stack and have a clear path for performance-based advancement while working from home in a supportive team environment.