Remote Household Benefits Consultant

AO Garcia Agency; Hartford (CT); Remote; USD 65,000 - 90,000; 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, explain options, and guide decisions after the initial meeting. You will handle administrative tasks, notes, appointment scheduling, and CRM hygiene to keep records accurate.

The role emphasizes staying in touch with clients, working from home, and leveraging the current tech stack to deliver continued value and successful outcomes.

Responsibilities

• Assess client needs and present suitable options.
• Maintain ongoing relationship after the first meeting; follow-up and support.

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, explain options, and guide decisions after the initial meeting. You will handle administrative tasks, notes, appointment scheduling, and CRM hygiene to keep records accurate.

The role emphasizes staying in touch with clients, working from home, and leveraging the current tech stack to deliver continued value and successful outcomes.