Remote Family Benefits Advisor | Full Training

AO Globe Life; Pasco (WA); 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 first meeting. The role emphasizes relationship-building and consultative engagement in a remote environment.

Daily admin duties include notes, appointments, CRM hygiene, and keeping data current. You will receive full training, a current tech stack, and a qualified-interest pipeline with no cold calling.

Qualifications

• Must be able to assess client needs and tailor options.
• Strong client relationship skills and follow-up.
• Excellent verbal and written communication in a remote setting.

Responsibilities

• Conduct virtual consultations with clients and present options.
• Maintain CRM hygiene, notes, and scheduling.

Skills

Relationship-building

Communication

Virtual collaboration

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role emphasizes relationship-building and consultative engagement in a remote environment.

Daily admin duties include notes, appointments, CRM hygiene, and keeping data current. You will receive full training, a current tech stack, and a qualified-interest pipeline with no cold calling.