Remote Policy Services Consultant

AO Central; United States; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Full remote from home

Advancement based on performance

Full training and mentorship

Job summary

AO Central provides virtual financial-services consultations and seeks professionals who start with virtual consultations, then follow up with clients while managing a sales pipeline from a home setting. The role emphasizes no cold calling, qualified leads, and ongoing mentorship.

The position includes full remote work from home, comprehensive training, and performance-based advancement, with interviews conducted via Zoom and modern tools to support client conversations.

Qualifications

• Experience in virtual financial-services or sales is preferred.
• Comfort with scheduling and note-taking.
• Ability to conduct needs-based conversations.

Responsibilities

• Start with virtual consultations and needs conversations with clients.
• Follow up with clients and manage your pipeline.
• Perform light admin tasks like notes and scheduling.

Skills

Client consultations

Pipeline management

Virtual presentations

CRM basics

Tools

Zoom

Web conferencing

CRM tools

Job description

AO Central provides virtual financial-services consultations and seeks professionals who start with virtual consultations, then follow up with clients while managing a sales pipeline from a home setting. The role emphasizes no cold calling, qualified leads, and ongoing mentorship.

The position includes full remote work from home, comprehensive training, and performance-based advancement, with interviews conducted via Zoom and modern tools to support client conversations.