Remote Insurance Consultant — Virtual Advisor

AO Globe Life; Vineland (NJ); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Full training

Work from home

Performance-based advancement

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes essential admin tasks such as notes, appointment scheduling, and CRM hygiene, with interviews conducted on Zoom.

This position offers work-from-home flexibility, a structured training path, and a performance-based advancement track within a current tech stack environment.

Qualifications

• Experience conducting virtual consultations and needs assessments.
• Strong communication and relationship-building skills.
• Ability to manage admin tasks and CRM hygiene.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Handle admin duties: notes, appointments, CRM hygiene.
• Participate in interviews via Zoom.

Skills

CRM usage

Virtual consultation

Relationship building

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes essential admin tasks such as notes, appointment scheduling, and CRM hygiene, with interviews conducted on Zoom.

This position offers work-from-home flexibility, a structured training path, and a performance-based advancement track within a current tech stack environment.