Remote Family Protection Advisor — Virtual Consultant & Growth

AO Globe Life; Kahului (HI); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Performance-based advancement

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role emphasizes relationship-building, needs analysis, and guidance rather than cold outreach.

Administrative duties include notes, appointment scheduling, and CRM hygiene. The position offers full training, a modern tech stack, and the comfort of working from home, with interviews conducted on Zoom.

Qualifications

• Must be able to work remotely with reliable internet and manage admin tasks in CRM.
• Comfortable presenting options and guiding clients after the first meeting.

Responsibilities

• Assess client needs and teach options during consultations.
• Maintain relationship after the initial meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role emphasizes relationship-building, needs analysis, and guidance rather than cold outreach.

Administrative duties include notes, appointment scheduling, and CRM hygiene. The position offers full training, a modern tech stack, and the comfort of working from home, with interviews conducted on Zoom.