Remote Insurance Solutions Consultant

AO Globe Life; Clovis (NM); Remote; USD 50,000 - 70,000; 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 remote-eligible virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes administrative duties like note-taking, scheduling, and CRM hygiene, with strong training and a performance-based advancement path.

Zoom interviews are conducted, and a current tech stack supports seamless virtual engagements. Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to

Qualifications

• Assess customer needs and present options.
• Maintain CRM hygiene and admin tasks.

Responsibilities

• Conduct virtual consultations to assess needs and present options.
• Retain client relationships after initial meeting and schedule follow-ups.
• Handle admin tasks including notes, appointments and CRM maintenance.

Job description

AO Globe Life is seeking a remote-eligible virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes administrative duties like note-taking, scheduling, and CRM hygiene, with strong training and a performance-based advancement path.

Zoom interviews are conducted, and a current tech stack supports seamless virtual engagements. Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to