Remote - Virtual Consultation Specialist

AO Globe Life; Milford (CT); Remote; USD 52.000 - 78.000; Vollzeit

Benefits dieser Stelle

Work from home

Full training

No cold calling

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Needs assessment

Consultative selling

Relationship management

CRM hygiene

Tools

CRM

Jobbeschreibung

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.