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AO Globe Life invites a remote Virtual Consultant in the New Haven area to assess client needs, present options, and maintain relationships after the initial meeting. The role emphasizes client engagement, consultative discussions, and follow-up care.
Admin duties include notes, scheduling, and CRM hygiene. Training is provided with a clear path for progression and the opportunity to work with the current tech stack from home.
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.
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.