Remote Policy Services Advisor

AO Garcia Agency; Palm Bay (FL); Remote; USD 40,000 - 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 virtual consultant in the United States who will assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and keeping CRM data clean.

The position offers full training, a current tech stack, and the ability to work from home, with opportunities for performance-based advancement as you build a qualified pipeline.

Qualifications

• Driven and trainable with a competitive mindset.
• Dependable and camera-friendly.
• Comfortable working in a remote setting.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant in the United States who will assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and keeping CRM data clean.

The position offers full training, a current tech stack, and the ability to work from home, with opportunities for performance-based advancement as you build a qualified pipeline.