Remote Insurance Client Advisor — Virtual Consultant

AO Globe Life; Springdale (AR); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Remote work

Full training

Job summary

AO Globe Life is seeking a virtual consultant to assess needs, teach options, and foster ongoing relationships after the first meeting. You will engage prospects and customers via Zoom, qualify interest, and guide them toward suitable solutions, all from a remote work setup in the United States.

Admin tasks are part of the role: notes, appointments, CRM hygiene, and consistent data entry. The seat includes full training, a current tech stack, a qualified-interest pipeline, and performance-based

Responsibilities

• Assess client needs and present options to address them.
• Foster ongoing relationships after the first meeting.
• Engage prospects and customers via Zoom to guide decisions.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Interviews on Zoom.

Job description

AO Globe Life is seeking a virtual consultant to assess needs, teach options, and foster ongoing relationships after the first meeting. You will engage prospects and customers via Zoom, qualify interest, and guide them toward suitable solutions, all from a remote work setup in the United States.

Admin tasks are part of the role: notes, appointments, CRM hygiene, and consistent data entry. The seat includes full training, a current tech stack, a qualified-interest pipeline, and performance-based