Remote Policyholder Support & Education Specialist

AO Globe Life; Kapolei (HI); Remote; USD 50,000 - 80,000; 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 assesses client needs, presents options, and maintains relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with no cold calling and opportunities for advancement after comprehensive training.

Training is provided, and the position supports remote work with Zoom interviews. The role emphasizes a qualified-interest pipeline, current tech stack, and a structured pathway for

Qualifications

• Ability to assess needs and tailor options for clients.
• Comfortable building ongoing relationships after initial meeting.
• Willingness to work in a remote, virtual environment.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Camera-ready

Tools

CRM system

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with no cold calling and opportunities for advancement after comprehensive training.

Training is provided, and the position supports remote work with Zoom interviews. The role emphasizes a qualified-interest pipeline, current tech stack, and a structured pathway for