Work From Home - Policy Services Specialist

AO Garcia Agency; Bismarck (ND); 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 maintain relationships after the initial meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene, with the added benefit of working from home.

You will start with full training and operate within a current tech stack, leveraging a qualified-interest pipeline and performance-based advancement as you grow in the role.

Responsibilities

• Assess client needs and present options to address them.
• Nurture relationships 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.