Remote Insurance Policy Virtual Consultant

AO Globe Life; Martinsburg (WV); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Full training

Performance-based advancement

Qualified-interest pipeline

Current tech stack

No cold calling

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, explain options, and maintain relationships after the initial meeting. The role includes administrative tasks such as note-taking, scheduling, and CRM hygiene.

The position offers training, a robust pipeline, no cold calling, access to a current tech stack, and remote work flexibility. Ideal candidates are driven, trainable, dependable, and comfortable on camera; interviews are held on Zoom.

Qualifications

• Virtual consultant role.
• Admin is part of the job: notes, appointments, CRM hygiene.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, explain options, and maintain relationships after the initial meeting. The role includes administrative tasks such as note-taking, scheduling, and CRM hygiene.

The position offers training, a robust pipeline, no cold calling, access to a current tech stack, and remote work flexibility. Ideal candidates are driven, trainable, dependable, and comfortable on camera; interviews are held on Zoom.