Remote Enrollment Services Consultant

AO Globe Life; Castle Rock (CO); Remote; USD 60,000 - 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 is seeking a virtual consultant who assesses needs, educates options, and maintains the relationship after the initial meeting. This role is performed from home, with a focus on building trust and guiding clients through next steps using Zoom and CRM tools.

You will handle admin tasks such as notes, scheduling, and CRM hygiene, and benefit from a no cold calling environment, a qualified-interest pipeline, and ongoing training. Interviews are conducted via Zoom.

Qualifications

• Virtual consultant experience or aptitude preferred
• Strong communication and relationship-building skills
• Comfort with CRM hygiene and note-taking in a fast-paced setting

Responsibilities

• Assess client needs and educate options during virtual meetings
• Stay engaged with clients to maintain relationships after the first contact
• Handle admin tasks: notes, appointments, CRM hygiene

Skills

Driven

Trainable

Dependable

Camera comfortable

Tools

CRM software

Zoom

Job description

AO Globe Life is seeking a virtual consultant who assesses needs, educates options, and maintains the relationship after the initial meeting. This role is performed from home, with a focus on building trust and guiding clients through next steps using Zoom and CRM tools.

You will handle admin tasks such as notes, scheduling, and CRM hygiene, and benefit from a no cold calling environment, a qualified-interest pipeline, and ongoing training. Interviews are conducted via Zoom.