Remote Policy Services Consultant

AO Globe Life; Fort Wayne (IN); Remote; USD 48,000 - 72,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Qualified-interest pipeline

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, teach suitable options, and maintain relationships after the first meeting. You will manage administrative tasks such as notes, appointments, and CRM hygiene while working from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. The role emphasizes a professional online presence and consistent follow-up with clients, leveraging a current tech stack and a structured pipeline.

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

On cam

Tools

CRM

Tech stack

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, teach suitable options, and maintain relationships after the first meeting. You will manage administrative tasks such as notes, appointments, and CRM hygiene while working from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. The role emphasizes a professional online presence and consistent follow-up with clients, leveraging a current tech stack and a structured pipeline.