Remote Virtual Consultant - Full Training & Growth

AO Garcia Agency; Aurora (IL); Remote; USD 50,000 - 80,000; 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 seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role emphasizes strong communication and the ability to guide prospects through decisions from a remote setting.

Administrative duties include taking notes, scheduling appointments, and keeping the CRM up to date. Training is provided, and success is linked to ongoing client engagement and performance-based advancement.

Qualifications

• Experience in client relations or sales support is a plus.
• Ability to manage CRM notes, appointments, and follow-ups.
• Comfortable presenting options and teaching clients in a remote setting.

Responsibilities

• Assess client needs and explain options during virtual meetings.
• Maintain relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship building

CRM hygiene

Virtual communication

Prospect guidance

Tools

CRM software

Video conferencing

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role emphasizes strong communication and the ability to guide prospects through decisions from a remote setting.

Administrative duties include taking notes, scheduling appointments, and keeping the CRM up to date. Training is provided, and success is linked to ongoing client engagement and performance-based advancement.