Remote - Policy Services Specialist

AO Globe Life; Bethlehem (Northampton County); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Current tech stack

No cold calling

Qualified-interest pipeline

Job summary

AO Globe Life in the United States is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting.

In this role, administrative tasks include notes, appointment setting, and CRM hygiene. You will operate within a modern tech stack, receive full training, and have the chance for performance-based advancement while working from home.

Qualifications

• Willingness to work in a virtual setup.
• Comfortable with video calls.
• Ability to manage CRM hygiene and administrative tasks.

Responsibilities

• Assess client needs and teach options; guide decisions.
• Maintain relationships after the first meeting.
• Perform administrative tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.