Remote Family Services Consultant

AO Globe Life; Hoover (AL); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, explains options, and guides decisions after the first meeting. This role emphasizes clear communication, relationship-building, and the ability to work entirely from home.

You will perform essential admin tasks such as notes, scheduling, and CRM hygiene while staying engaged with clients for ongoing support and trust. A training program and performance-based advancement accompany the position.

Responsibilities

• Assess client needs and present suitable options.
• Guide clients through the decision-making process after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM software

Relationship building

Communication skills

Remote work

Tools

CRM tools

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, explains options, and guides decisions after the first meeting. This role emphasizes clear communication, relationship-building, and the ability to work entirely from home.

You will perform essential admin tasks such as notes, scheduling, and CRM hygiene while staying engaged with clients for ongoing support and trust. A training program and performance-based advancement accompany the position.