Remote Insurance Client Advisor | Virtual Consultations
AO Globe Life
A complete application in a minute
Tailored resume and cover letter, ready to send.
Benefits offered by this job
Job summary
AO Globe Life is seeking a virtual consultant based in the United States to assess client needs, explain options, and maintain the relationship after the first meeting.
The role includes admin work such as notes, appointments, and CRM hygiene, with full training and a qualified pipeline. Interviews are conducted on Zoom, and the position offers remote work with performance-based advancement.
Responsibilities
- Assess client needs and teach options to clients.
- Maintain CRM hygiene, take notes, and schedule appointments.
- Participate in interviews via Zoom.
Job description
AO Globe Life is seeking a virtual consultant based in the United States to assess client needs, explain options, and maintain the relationship after the first meeting.
The role includes admin work such as notes, appointments, and CRM hygiene, with full training and a qualified pipeline. Interviews are conducted on Zoom, and the position offers remote work with performance-based advancement.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
