Remote Policy Services Advisor

AO Garcia Agency; Saint Cloud (MN); Remote; USD 45,000 - 65,000; 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 in the United States (Remote) is seeking a Virtual Consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting.

Admin duties include notes, scheduling, and CRM hygiene, with full training and access to a qualified-interest pipeline. The role emphasizes no cold calling and working from home.

This position rewards driven, trainable, dependable individuals who are comfortable on camera and motivated by performance-based advancement.

Responsibilities

• Assess needs and tailor options for clients.
• Teach options and guide decisions after the first meeting.
• Maintain relationship after follow-up meeting and ensure CRM hygiene.

Job description

AO Globe Life in the United States (Remote) is seeking a Virtual Consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting.

Admin duties include notes, scheduling, and CRM hygiene, with full training and access to a qualified-interest pipeline. The role emphasizes no cold calling and working from home.

This position rewards driven, trainable, dependable individuals who are comfortable on camera and motivated by performance-based advancement.