Remote Family Benefits Advisor | Training & WFH

AO Garcia Agency; Apex (NC); Remote; USD 55,000 - 75,000; 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 seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will guide clients toward suitable solutions and stay engaged post-meeting to ensure satisfaction.

Administrative duties include notes, scheduling, CRM hygiene, and leveraging the current tech stack. This position offers work-from-home flexibility and a comprehensive training program to accelerate success.

Responsibilities

• Assess needs and teach options.
• Maintain relationship after the first meeting.

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will guide clients toward suitable solutions and stay engaged post-meeting to ensure satisfaction.

Administrative duties include notes, scheduling, CRM hygiene, and leveraging the current tech stack. This position offers work-from-home flexibility and a comprehensive training program to accelerate success.