Remote Virtual Consultant — Goal-Driven, Flexible

AO Garcia Agency; Elsmere (DE); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Advancement opportunities

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and work-from-home flexibility.

The position emphasizes dependable, trainable professionals comfortable on camera and able to compete in a performance-driven environment.

Qualifications

• Experience in virtual consulting and maintaining client relationships.
• Ability to assess needs and present options effectively.
• Proficiency with CRM systems and data hygiene.

Responsibilities

• Assess client needs and present appropriate options in a virtual setting.
• Maintain ongoing relationships after the initial meeting.
• Handle admin tasks: notes, appointments, and CRM data hygiene.

Skills

Relationship building

Needs assessment

CRM hygiene

Training adaptability

Time management

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and work-from-home flexibility.

The position emphasizes dependable, trainable professionals comfortable on camera and able to compete in a performance-driven environment.