Virtual Client Advisor – No Cold Calling, WFH, Training

AO Globe Life; Ely (NV); Remote; USD 40,000 - 65,000; 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 suitable options, and continue the relationship after the initial meeting. The role includes light administrative duties such as recording notes, scheduling appointments, and keeping CRM hygiene up to date.

Ideal candidates are driven, trainable, dependable, comfortable competing, and able to engage well on camera. Interviews are conducted via Zoom, and the position offers work-from-home flexibility and ongoing

Qualifications

• Assess needs and teach options.
• Stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present suitable options, and continue the relationship after the initial meeting. The role includes light administrative duties such as recording notes, scheduling appointments, and keeping CRM hygiene up to date.

Ideal candidates are driven, trainable, dependable, comfortable competing, and able to engage well on camera. Interviews are conducted via Zoom, and the position offers work-from-home flexibility and ongoing