Remote Insurance Policy Advisor – Virtual Consultant

AO Globe Life; Iowa City (IA); A distancia; USD 40.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descripción de la vacante

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home.

Interviews are conducted on Zoom, and the role includes full training with potential for advancement based on performance. This position emphasizes reliability, teachability, and a client-focused approach.

Responsabilidades

• Assess client needs and recommend options.
• Maintain relationships after the first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Descripción del empleo

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home.

Interviews are conducted on Zoom, and the role includes full training with potential for advancement based on performance. This position emphasizes reliability, teachability, and a client-focused approach.