Remote Family Benefits Consultant | Full Training & Growth

AO Globe Life; Albany (OR); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, teaches options, and stays engaged with the relationship after the first meeting.

This remote role includes admin work such as notes, scheduling, CRM hygiene, and handling the qualified-interest pipeline. You will train with the current tech stack and participate in Zoom interviews, with growth through performance-based advancement and ongoing training.

Qualifications

• Experience using CRM systems and maintaining clean CRM data.
• Strong communication and ability to manage client relationships virtually.

Responsibilities

• Assess client needs and teach options, staying engaged after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

CRM management

Relationship building

Communication

Video conferencing

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, teaches options, and stays engaged with the relationship after the first meeting.

This remote role includes admin work such as notes, scheduling, CRM hygiene, and handling the qualified-interest pipeline. You will train with the current tech stack and participate in Zoom interviews, with growth through performance-based advancement and ongoing training.