Work From Home - Benefits Specialist

AO Garcia Agency

Bristol (CT)

Remote

USD 55,000 - 75,000

Full time

7 days ago
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Benefits offered by this job

No cold calling
Qualified-interest pipeline
Full training
Current tech stack
Work from home

Job summary

AO Globe Life is seeking a virtual consultant who will assess client needs, present suitable options, and nurture relationships after the initial meeting. You’ll own administrative tasks—notes, scheduling, and rigorous CRM hygiene—to keep all interactions organized and on track.

Highlights include no cold calling, a qualified-interest pipeline, full training, current technology, and a work-from-home setup. The role rewards performance with advancement opportunities and a supportive remote-first

Responsibilities

  • Assess client needs and propose suitable options.
  • Teach options and guide clients through the decision process.
  • Maintain CRM hygiene, take notes, and manage appointments after meetings.

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.

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