Remote Virtual Consultant Trainee — No Cold Calling

AO Globe Life; Brattleboro (VT); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Qualified-interest pipeline

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting. Administrative tasks include notes, scheduling, and CRM hygiene.

The role offers training, a defined pipeline, and the ability to work from home with Zoom interviews. You'll use a current tech stack to manage tasks and engagements, and there is a strong emphasis on performance-based advancement.

Qualifications

• Assess client needs and teach options after first contact.
• Maintain notes, appointments and CRM hygiene as part of daily tasks.
• Participate in Zoom interviews and remote onboarding.
• No cold calling is required; you work with a qualified-interest pipeline.

Responsibilities

• Assess needs and teach suitable options to clients.
• Nurture the relationship after the initial meeting.
• Keep CRM and notes up to date for effective follow-ups.
• Schedule and manage appointments within the CRM system.

Skills

CRM hygiene

Virtual communication

Lead qualification

Remote teamwork

Tools

CRM

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting. Administrative tasks include notes, scheduling, and CRM hygiene.

The role offers training, a defined pipeline, and the ability to work from home with Zoom interviews. You'll use a current tech stack to manage tasks and engagements, and there is a strong emphasis on performance-based advancement.