Remote Policy Services Consultant: Build Relationships & Grow

AO Garcia Agency; Minot (ND); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Quality pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a remote virtual consultant based in the United States. You will assess client needs, present options, and maintain ongoing relationships after the first meeting. Administrative duties, such as notes, scheduling, and CRM hygiene, are included in the role.

Ideal candidates are driven, trainable, and dependable, comfortable with video interactions, and able to work within a current tech stack. Training is provided and there is room for advancement based on performance.

Qualifications

• Virtual consultant role focusing on needs assessment and option teaching.
• Maintains relationship after initial meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess needs, teach options, and maintain relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM cleanliness.

Skills

Work from home

CRM hygiene

Training adaptability

Tools

Current tech stack

Job description

AO Globe Life is seeking a remote virtual consultant based in the United States. You will assess client needs, present options, and maintain ongoing relationships after the first meeting. Administrative duties, such as notes, scheduling, and CRM hygiene, are included in the role.

Ideal candidates are driven, trainable, and dependable, comfortable with video interactions, and able to work within a current tech stack. Training is provided and there is room for advancement based on performance.