Virtual Sales Representative - Financial Services

AO Globe Life; Waukegan (IL); 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 virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting in a fully remote setup.

The role includes essential admin duties such as taking notes, scheduling appointments, and keeping CRM records clean, with an emphasis on a professional camera presence and strong virtual communication. Interviews occur via Zoom, and the team provides full training and opportunities for advancement.

Qualifications

• Experience in consultative selling or needs assessment.
• Comfort on camera and virtual communication.

Responsibilities

• Assess client needs, present options, and maintain the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

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.

Interviews on Zoom.