Virtual Client Advisor - Flexible, Full Training, WFH

AO Globe Life; Coventry (RI); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role emphasizes online engagement, Zoom-based interviews, and building trust with prospects.

Administrative tasks are part of the job: taking notes, scheduling appointments, and maintaining CRM hygiene, all while enjoying a work-from-home setup with current tech stack and training.

Responsibilities

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

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role emphasizes online engagement, Zoom-based interviews, and building trust with prospects.

Administrative tasks are part of the job: taking notes, scheduling appointments, and maintaining CRM hygiene, all while enjoying a work-from-home setup with current tech stack and training.