Remote Policy Solutions Consultant

AO Garcia Agency; Hot Springs (AR); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Globe Life is seeking a virtual consultant who can assess needs, teach options, and stay connected with clients after the first meeting. The role emphasizes remote work, strong communication, and relationship management.

You'll handle admin tasks such as notes, scheduling, and maintaining CRM hygiene, while leveraging current tech to support a seamless customer experience. Training is provided to get you up to speed quickly.

Qualifications

• Ability to assess customer needs and tailor options.
• Comfortable training customers and guiding decisions.
• Strong follow-up to maintain relationships.

Responsibilities

• Assess customer needs and present options.
• Stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship building

Virtual communication

Needs assessment

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant who can assess needs, teach options, and stay connected with clients after the first meeting. The role emphasizes remote work, strong communication, and relationship management.

You'll handle admin tasks such as notes, scheduling, and maintaining CRM hygiene, while leveraging current tech to support a seamless customer experience. Training is provided to get you up to speed quickly.