Remote Virtual Consultation Pro — Full Training & Growth

AO Garcia Agency; Milford (CT); Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Globe Life is seeking a virtual consultant who can assess client needs, teach options, and maintain the relationship after the first meeting. The role includes administrative duties like notes, appointments, and CRM hygiene, with the flexibility of working from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. This position offers full training and a qualified-interest pipeline, enabling performance-based advancement.

Qualifications

• Ability to assess client needs and tailor options.
• Proficient in building and maintaining client relationships after initial meeting.
• Comfortable with virtual engagements and presenting remotely.

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting to foster ongoing engagement.
• Maintain notes, scheduling, and CRM hygiene as part of daily admin tasks.

Skills

Needs assessment

Consultative selling

Relationship management

CRM hygiene

Tools

CRM

Job description

AO Globe Life is seeking a virtual consultant who can assess client needs, teach options, and maintain the relationship after the first meeting. The role includes administrative duties like notes, appointments, and CRM hygiene, with the flexibility of working from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. This position offers full training and a qualified-interest pipeline, enabling performance-based advancement.