Remote Policy Enrollment Consultant

AO Garcia Agency; Nashua (NH); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes essential admin duties like note-taking, scheduling, and keeping CRM records up to date.

You will work from home, with training provided and a clear advancement path based on performance. A current tech stack is utilized and there is no cold calling required.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM hygiene

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes essential admin duties like note-taking, scheduling, and keeping CRM records up to date.

You will work from home, with training provided and a clear advancement path based on performance. A current tech stack is utilized and there is no cold calling required.