Client Needs Advisor - Remote

AO Globe Life; Hendersonville (TN); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Qualified-interest pipeline

Job summary

AO Globe Life is seeking a virtual consultant who will assess client needs, present options, and maintain the relationship after the initial meeting. The role also includes administrative duties such as taking notes, scheduling and maintaining CRM hygiene.

This position emphasizes a remote work setup with Zoom interviews and ongoing training. We seek driven, trainable, and dependable individuals who are comfortable on camera and can thrive in a performance-driven environment.

Qualifications

• Remote, virtual role.
• Comfortable on camera.
• Driven, trainable and dependable.
• Able to maintain CRM hygiene and admin tasks.

Responsibilities

• Assess needs and teach options, then stay in relationship 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.

Interviews on Zoom.