Remote Policy Services Consultant

AO Globe Life; Corpus Christi (TX); Remote; USD 42,000 - 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 to assess client needs, present options, and guide them through the decision process from home. You will maintain relationships after the initial meeting and handle essential admin tasks to keep CRM hygiene, notes, and appointments accurate.

The role emphasizes self-motivation, accountability, and comfort with remote communication, using the latest tech stack to support clients from anywhere in the U.S.

Responsibilities

• Assess needs and present options to clients.
• Stay engaged with the relationship after the first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and guide them through the decision process from home. You will maintain relationships after the initial meeting and handle essential admin tasks to keep CRM hygiene, notes, and appointments accurate.

The role emphasizes self-motivation, accountability, and comfort with remote communication, using the latest tech stack to support clients from anywhere in the U.S.