Remote Virtual Consultant: Assess Needs & Build Trust

AO Garcia Agency; Deming (NM); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is looking for a virtual consultant who assesses client needs, explains options, and stays engaged after the initial meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with a fully remote setup and comprehensive training.

You will join a driven, camera-ready team focused on growth and client success. This position emphasizes relationship-building and consistent follow-up, enabling flexible work while contributing to sales and service

Responsibilities

• Assess client needs and present suitable options.
• Maintain the client relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Globe Life is looking for a virtual consultant who assesses client needs, explains options, and stays engaged after the initial meeting. The role includes administrative tasks such as notes, appointments, and CRM hygiene, with a fully remote setup and comprehensive training.

You will join a driven, camera-ready team focused on growth and client success. This position emphasizes relationship-building and consistent follow-up, enabling flexible work while contributing to sales and service