Remote Household Benefits Advisor

AO Garcia Agency; Homer (AK); Remote; USD 50,000 - 80,000; 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 client needs, present options, and nurture the relationship after the first meeting. The position emphasizes a qualified-interest pipeline, full training, and no cold calling, with the flexibility of remote work.

Admin duties include notes, scheduling, and CRM hygiene as part of daily tasks. The successful candidate will be driven, trainable, and dependable, and will operate with the existing tech stack from a home-based seat.

Qualifications

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Maintain relationship after the initial meeting and follow up on next steps.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The position emphasizes a qualified-interest pipeline, full training, and no cold calling, with the flexibility of remote work.

Admin duties include notes, scheduling, and CRM hygiene as part of daily tasks. The successful candidate will be driven, trainable, and dependable, and will operate with the existing tech stack from a home-based seat.