Remote Virtual Consultation & Relationship Specialist

AO Garcia Agency; Hyattsville (MD); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, teach viable options, and maintain the relationship after the first meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene. The position offers work-from-home flexibility and comprehensive training.

Ideal candidates are driven, trainable, dependable, and comfortable competing on camera. This is a remote role with opportunities for advancement based on performance and results.

Qualifications

• Traits include being driven, trainable and dependable.
• Comfortable competing and being on camera.
• Ability to learn and adapt quickly.

Responsibilities

• Assess client needs and present relevant options.
• Stay in relationship with client after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera comfort

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, teach viable options, and maintain the relationship after the first meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene. The position offers work-from-home flexibility and comprehensive training.

Ideal candidates are driven, trainable, dependable, and comfortable competing on camera. This is a remote role with opportunities for advancement based on performance and results.