Remote Family Services Consultant

AO Garcia Agency; Carmel (IN); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

AO Globe Life is seeking a Virtual Consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will guide prospects through solutions, document insights, and move conversations toward a confident next step.

This role includes admin tasks such as notes, appointment scheduling, and CRM hygiene, plus full training and ongoing support. You can work from home and use our current tech stack while building a performance-based advancement path.

Qualifications

• Ability to assess needs and teach options to prospects.
• Maintain CRM hygiene, notes, and appointments.
• Comfortable working in a remote setting and using a CRM.

Responsibilities

• Assess client needs and present suitable options; guide conversations to next steps.
• Maintain relationships after the first meeting and nurture pipeline.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Globe Life is seeking a Virtual Consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will guide prospects through solutions, document insights, and move conversations toward a confident next step.

This role includes admin tasks such as notes, appointment scheduling, and CRM hygiene, plus full training and ongoing support. You can work from home and use our current tech stack while building a performance-based advancement path.