Remote Family Benefits Advisor

AO Garcia Agency; Twin Falls (ID); Remote; USD 42,000 - 64,000; 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 can assess client needs, present options, and maintain relationships after the first meeting. The role emphasizes remote work with full training and a support-driven environment.

The position includes admin duties, such as notes, appointments, and CRM hygiene, and offers a qualified-interest pipeline with opportunities for advancement while avoiding cold calling.

Qualifications

• Assess clients' needs and explain options.
• Maintain relationship after the initial meeting.
• Admin tasks including notes, appointments, and CRM hygiene.

Responsibilities

• Assess clients' needs and explain options to help them choose.
• Maintain ongoing client relationships after the initial meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant who can assess client needs, present options, and maintain relationships after the first meeting. The role emphasizes remote work with full training and a support-driven environment.

The position includes admin duties, such as notes, appointments, and CRM hygiene, and offers a qualified-interest pipeline with opportunities for advancement while avoiding cold calling.