Remote Household Benefits Advisor

AO Garcia Agency; Coventry (RI); Remote; USD 50,000 - 70,000; 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 to assess needs, present options, and nurture client relationships after the initial meeting. The role emphasizes relationship-building, consultative selling, and solution guidance from home.

You will handle admin tasks such as notes, appointments, and CRM hygiene, using current tech stack to stay organized and responsive. Training is provided and performance-based advancement awaits.

Qualifications

• Driven, trainable, and dependable with a willingness to compete.
• Comfortable being on camera and presenting options to clients.
• Must maintain CRM hygiene and calendar discipline.

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Globe Life is seeking a virtual consultant to assess needs, present options, and nurture client relationships after the initial meeting. The role emphasizes relationship-building, consultative selling, and solution guidance from home.

You will handle admin tasks such as notes, appointments, and CRM hygiene, using current tech stack to stay organized and responsive. Training is provided and performance-based advancement awaits.