Remote Family Services Consultant

AO Garcia Agency; Wauwatosa (WI); Remote; USD 55,000 - 85,000; 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 who will assess client needs, present suitable options, and nurture relationships after the initial meeting. This role focuses on guiding prospects to outcomes while leveraging the current tech stack.

Administrative duties include notes, scheduling, and CRM hygiene. Expect no cold calling, a qualified-interest pipeline, comprehensive training, and opportunities for advancement while working from home.

Responsibilities

• Assess needs and teach options to clients.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

CRM hygiene

Job description

AO Globe Life is seeking a virtual consultant who will assess client needs, present suitable options, and nurture relationships after the initial meeting. This role focuses on guiding prospects to outcomes while leveraging the current tech stack.

Administrative duties include notes, scheduling, and CRM hygiene. Expect no cold calling, a qualified-interest pipeline, comprehensive training, and opportunities for advancement while working from home.