Remote Household Benefits Consultant

AO Garcia Agency; Midwest City (OK); Remote; USD 45,000 - 65,000; 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 seeks a virtual consultant who assesses needs, explains options, and maintains the client relationship after the initial meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while working from home.

This role offers full training, a qualified-interest pipeline, and a performance-based path for advancement, with no cold calling and access to the current tech stack.

Qualifications

• Ability to assess needs and present options to clients.
• Maintain client relationships after initial meeting.
• Strong admin skills: notes, scheduling, CRM hygiene.

Responsibilities

• Assess client needs and teach options.
• Stay in relationship with client after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera friendly

Tools

CRM software

Job description

AO Globe Life seeks a virtual consultant who assesses needs, explains options, and maintains the client relationship after the initial meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while working from home.

This role offers full training, a qualified-interest pipeline, and a performance-based path for advancement, with no cold calling and access to the current tech stack.