Work From Home - Family Benefits Advisor

AO Garcia Agency; Asheville (NC); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant based in the United States. The role focuses on assessing needs, presenting options, and sustaining the relationship after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, with full training and a remote work setup.

Ideal candidates are driven, trainable, dependable, and comfortable on camera; no cold calling is required, with a qualified-interest pipeline and performance-based advancement.

Qualifications

• Experience conducting virtual consultations preferred.
• Comfortable working from home and presenting options clearly.
• Ability to teach customers about available options.

Responsibilities

• Assess customer needs during virtual meetings.
• Teach options and guide customers to informed decisions.
• Maintain relationship after first meeting; follow up as needed.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Virtual communication

Active listening

Relationship maintenance

CRM hygiene

Tools

CRM software

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.