Virtual Benefits Advisor - WFH with Full Training

AO Globe Life; Olathe (KS); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Full training

Work from home

Performance-based advancement

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. Administrative duties include meticulous notes, scheduling, and CRM hygiene.

This remote role emphasizes clear communication and proactive engagement with prospects and clients, with Zoom-based interviews and ongoing training. The position offers full training, a modern tech stack, and a performance-based path forward, with no cold calling involved.

Qualifications

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present suitable options via video or phone.
• Maintain relationships after initial meeting to drive retention.
• Ensure CRM records are accurate and up-to-date.

Skills

Driven

Trainable

Dependable

Competitive

Camera-ready

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. Administrative duties include meticulous notes, scheduling, and CRM hygiene.

This remote role emphasizes clear communication and proactive engagement with prospects and clients, with Zoom-based interviews and ongoing training. The position offers full training, a modern tech stack, and a performance-based path forward, with no cold calling involved.