Remote Family Benefits Planner — Virtual Consultant

AO Globe Life; Fremont (NE); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Globe Life seeks a proactive Virtual Consultant to assess client needs, present options, and nurture the relationship after the first meeting. Admin duties include notes, appointments, and CRM hygiene.

This role features work-from-home flexibility, Zoom interviews, and full training to keep you aligned with the current tech stack. Ideal candidates are driven, trainable, dependable, and comfortable on camera.

Qualifications

• Customer-focused and interview-ready.
• Comfortable on camera and using Zoom.
• Good at building relationships and CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Educate clients on offerings and next steps.
• Maintain relationship after initial meeting; manage notes and appointments; keep CRM up to date.

Job description

AO Globe Life seeks a proactive Virtual Consultant to assess client needs, present options, and nurture the relationship after the first meeting. Admin duties include notes, appointments, and CRM hygiene.

This role features work-from-home flexibility, Zoom interviews, and full training to keep you aligned with the current tech stack. Ideal candidates are driven, trainable, dependable, and comfortable on camera.