Remote Virtual Consultation Specialist

AO Garcia Agency; Barre (VT); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. Administrative work includes notes, appointments, and CRM hygiene, all performed remotely with current tech stack.

The role emphasizes training, performance-based advancement, and a remote-friendly environment, catering to driven and coachable professionals who are comfortable on camera.

Qualifications

• No cold calling required.
• CRM hygiene and note-taking are part of daily tasks.
• Remote work with full training provided.

Responsibilities

• You assess needs and teach options to clients.
• You stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

On-camera presence

Tools

CRM software

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. Administrative work includes notes, appointments, and CRM hygiene, all performed remotely with current tech stack.

The role emphasizes training, performance-based advancement, and a remote-friendly environment, catering to driven and coachable professionals who are comfortable on camera.