Remote Insurance Solutions Consultant — Full Training

AO Globe Life; Kent (WA); Remote; USD 30,000 - 34,000; 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, teach available options, and stay engaged after the first meeting. Administrative duties include notes, appointments, and keeping CRM clean. Interviews are conducted via Zoom, and training is provided.

This role offers a remote setup with a qualified-interest pipeline and opportunities for advancement based on performance, using the current tech stack.

Qualifications

• Assess client needs and present suitable options.

Responsibilities

• Assess client needs and present suitable options.
• Nurture ongoing relationships after the first meeting.
• Maintain CRM hygiene with timely notes and appointment entries.
• Conduct or participate in Zoom interviews.

Skills

CRM management

Relationship building

Administrative skills

Zoom readiness

Tools

CRM software

Video conferencing tools

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, teach available options, and stay engaged after the first meeting. Administrative duties include notes, appointments, and keeping CRM clean. Interviews are conducted via Zoom, and training is provided.

This role offers a remote setup with a qualified-interest pipeline and opportunities for advancement based on performance, using the current tech stack.