Client Intake Representative - Work From Home

AO Globe Life; Hastings (NE); Remote; USD 34,000 - 69,000; Full time

Benefits offered by this job

Full training

Remote work

No cold calling

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 administrative duties such as notes, appointment scheduling, and CRM hygiene.

This position operates from home with full training provided and no cold calling involved, offering a clear, performance-based path for advancement and access to the current tech stack.

Qualifications

• Interviews conducted on Zoom.
• CRM hygiene and accurate note-taking.
• Administrative tasks include scheduling and data entry.

Responsibilities

• Assess client needs, teach options, and guide decisions after initial meeting.
• Stay in the relationship after the first meeting to support the client.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

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.