Virtual Insurance Client Advisor - Work From Home

AO Globe Life; St. George (LA); Remote; USD 45,000 - 75,000; 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 remote Virtual Consultant. In this role you will assess client needs, educate options, and maintain the relationship after the initial meeting. Administrative duties include meticulous notes, scheduling, and keeping the CRM clean and up-to-date.

You will conduct interviews via Zoom, benefit from full training, and work within a pipeline that focuses on qualified interests with opportunities for advancement based on performance.

Qualifications

• Assess needs and teach options to clients.
• Stay in relationship after the first meeting.

Responsibilities

• Admin tasks: notes, appointments, CRM hygiene.
• Interviews on Zoom.

Job description

AO Globe Life is seeking a remote Virtual Consultant. In this role you will assess client needs, educate options, and maintain the relationship after the initial meeting. Administrative duties include meticulous notes, scheduling, and keeping the CRM clean and up-to-date.

You will conduct interviews via Zoom, benefit from full training, and work within a pipeline that focuses on qualified interests with opportunities for advancement based on performance.