Remote Family Benefits Advisor

AO Garcia Agency; La Vista (NE); Remote; USD 42,000 - 70,000; 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 stay in the relationship after the first meeting.

Admin duties include notes, appointments, and CRM hygiene. No cold calling, a qualified-interest pipeline, full training, current tech stack, and work-from-home flexibility are provided. You will have opportunities for performance-based advancement and remote collaboration.

Qualifications

• Assess client needs and tailor options for them.
• Maintain relationships after the initial meeting.
• Comfortable presenting and engaging via video.
• Strong communication and organizational skills.

Responsibilities

• Assess client needs and propose tailored options.
• Schedule appointments and ensure CRM hygiene.
• Maintain ongoing client relationships after first meeting.

Skills

CRM management

Needs assessment

Relationship building

Virtual communication

Tools

CRM software

Job description

AO Globe Life is seeking a Virtual Consultant to assess needs, teach options, and stay in the relationship after the first meeting.

Admin duties include notes, appointments, and CRM hygiene. No cold calling, a qualified-interest pipeline, full training, current tech stack, and work-from-home flexibility are provided. You will have opportunities for performance-based advancement and remote collaboration.