Remote Family Services Consultant | Virtual Guidance

AO Garcia Agency; Lancaster (Lancaster County); Remote; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This role emphasizes staying connected and guiding prospects through decisions.

You'll handle admin tasks such as notes, scheduling, and CRM hygiene while working from home with training and ongoing support. Ideal candidates are driven, trainable, dependable, and comfortable on camera.

Aufgaben

• Assess client needs and present options.
• Maintain relationship after initial meeting.
• Handle admin tasks: notes, scheduling, and CRM hygiene.

Jobbeschreibung

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This role emphasizes staying connected and guiding prospects through decisions.

You'll handle admin tasks such as notes, scheduling, and CRM hygiene while working from home with training and ongoing support. Ideal candidates are driven, trainable, dependable, and comfortable on camera.