Client Needs Advisor - Remote

AO Globe Life; Fort Lauderdale (FL); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, tailor solutions, and guide prospects from the first meeting to a confident decision, all from a home-based setup. The role emphasizes consultative selling, listening, and clear communication in a fast-paced, remote environment.

You’ll manage admin tasks—note taking, scheduling, CRM hygiene—and maintain the relationship after the initial call.

Qualifications

• Experience in consultative sales or client advisory.
• Ability to listen, ask insightful questions and tailor solutions.
• Comfort with CRM systems and data hygiene.

Responsibilities

• Assess client needs and present tailored options.
• Guide prospects from first meeting to decision.
• Maintain client relationship after the initial call; ensure CRM hygiene and scheduling.

Skills

Consultative selling

Relationship management

CRM administration

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.