Client Follow-Up Representative – Remote

AO Garcia Agency; Caldwell (ID); Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Full training

Current tech stack

Work from home

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

AO Globe Life is seeking a Virtual consultant to assess needs, present options, and maintain the relationship after the first meeting. This is a remote role with no cold calls; you will work from home, using Zoom for interviews and the current tech stack to manage client interactions.

You will handle admin tasks such as notes, appointments, CRM hygiene, and maintain a qualified-interest pipeline. The position includes full training and a path for performance-based advancement.

Qualifications

• Admin tasks including notes, appointments and CRM hygiene.

Responsibilities

• Assess clients' needs and present options.
• Stay in the relationship after the first meeting.
• Interviews on Zoom.
• 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.