Remote Family Needs Assessment Advisor

AO Globe Life; Gallup (NM); Remote; USD 45,000 - 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 is seeking a Virtual consultant capable of assessing client needs, presenting options, and sustaining the relationship after the first meeting. The role emphasizes guidance, virtual communication, and building trust with clients from a distance.

Administrative duties include note-taking, scheduling, and CRM hygiene. The position offers full training, a modern tech stack, and remote work options with performance-based advancement opportunities.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera comfortable

Job description

AO Globe Life is seeking a Virtual consultant capable of assessing client needs, presenting options, and sustaining the relationship after the first meeting. The role emphasizes guidance, virtual communication, and building trust with clients from a distance.

Administrative duties include note-taking, scheduling, and CRM hygiene. The position offers full training, a modern tech stack, and remote work options with performance-based advancement opportunities.