Client Needs Specialist - Work From Home

AO Garcia Agency; Charlotte (NC); Remote; USD 30,000 - 50,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role emphasizes CRM hygiene, note-taking, and appointments as part of the administrative duties.

The position offers work-from-home flexibility with full training and a clear path for advancement. A qualified-interest pipeline supports the transition from first contact to ongoing client engagement, with no cold calling required.

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.