Remote Family Benefits Consultant

AO Globe Life; Charlotte (NC); Remote; USD 40,000 - 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 flexible, self-motivated virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. You’ll handle admin tasks like notes, appointments, and CRM hygiene, and participate in ongoing training with the current tech stack.

Interviews are conducted on Zoom, and the role offers work-from-home flexibility within the United States. Qualified candidates are driven, trainable, dependable, and comfortable on camera, with a

Qualifications

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present viable options.
• Maintain the client relationship after the initial meeting.
• Handle admin duties: notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Globe Life is seeking a flexible, self-motivated virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. You’ll handle admin tasks like notes, appointments, and CRM hygiene, and participate in ongoing training with the current tech stack.

Interviews are conducted on Zoom, and the role offers work-from-home flexibility within the United States. Qualified candidates are driven, trainable, dependable, and comfortable on camera, with a