Remote Policy Guidance Consultant | Virtual Advisor

AO Globe Life; Appleton (WI); Remote; USD 45,000 - 75,000; 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 virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting.

You will handle admin tasks such as notes, appointments, and CRM hygiene while leveraging the current tech stack. Interviews are conducted on Zoom, and training is provided.

This role emphasizes drive, trainability and dependability, with a clear path for advancement and the flexibility to work from home.

Responsibilities

• Assess client needs, present options, and maintain the relationship after the first meeting.
• Handle admin tasks like notes, appointments, and CRM hygiene.

Job description

AO Globe Life is seeking a remote virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting.

You will handle admin tasks such as notes, appointments, and CRM hygiene while leveraging the current tech stack. Interviews are conducted on Zoom, and training is provided.

This role emphasizes drive, trainability and dependability, with a clear path for advancement and the flexibility to work from home.