Remote Insurance Enrollment Specialist | Virtual Advisor

AO Globe Life; Lancaster (Lancaster County); Remote; USD 60,000 - 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, present options, and nurture the relationship after the initial meeting. This remote role requires clear communication, a productive mindset, and the ability to work independently from home.

The position includes admin duties such as note-taking, appointment scheduling, and maintaining CRM hygiene. Interviews are conducted on Zoom, with opportunities for training and advancement.

Qualifications

• Experience in client-facing roles
• Ability to manage administrative tasks and CRM hygiene

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

Tools

CRM software

Zoom

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. This remote role requires clear communication, a productive mindset, and the ability to work independently from home.

The position includes admin duties such as note-taking, appointment scheduling, and maintaining CRM hygiene. Interviews are conducted on Zoom, with opportunities for training and advancement.