Client Needs Specialist - Work From Home

AO Globe Life; Laurel (MD); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This fully remote role leverages Zoom for interviews and relies on clear, proactive communication.

You will handle admin duties like notes, appointments, and CRM hygiene, with a structured onboarding that includes full training and a defined pipeline for advancement based on performance.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after initial meeting.
• Handle admin tasks, notes, and appointment scheduling.
• Maintain 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.