Remote Family Services Advisor

AO Globe Life; Oakland (CA); Remote; USD 28,000 - 55,000; Full time

Benefits offered by this job

Full training

Work from home

Qualified-interest pipeline

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, present options, and sustain relationships after the initial meeting. The role emphasizes remote collaboration, with admin duties including notes, appointments, and CRM hygiene.

You'll receive full training, benefit from a qualified-interest pipeline, and work from home with performance-based advancement in a modern tech stack.

Qualifications

• Assess client needs and tailor options.
• Maintain accurate notes and appointments in CRM.
• Demonstrate ability to work remotely with disciplined follow-up.

Responsibilities

• Assess needs, teach options, and nurture relationship after first meeting.
• Admin tasks: notes, appointments, CRM hygiene.
• Operate in a remote, performance-driven environment with a structured training program.

Skills

CRM proficiency

Relationship building

Needs assessment

Communication

Tools

CRM software

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present options, and sustain relationships after the initial meeting. The role emphasizes remote collaboration, with admin duties including notes, appointments, and CRM hygiene.

You'll receive full training, benefit from a qualified-interest pipeline, and work from home with performance-based advancement in a modern tech stack.