Client Onboarding Coordinator - Remote

AO Globe Life; San Antonio (TX); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant to assess customer needs, present options, and sustain the relationship after the initial meeting.

Administrative duties include notes, scheduling, and CRM hygiene. The role offers full training, current tech stack, and remote work from home, with Zoom interviews as part of the process.

Qualifications

• Assess customer needs and explain options.
• Maintain the relationship after the first meeting.
• Administrative tasks: notes, appointments, CRM hygiene.
• Interviews conducted via Zoom.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.
• Support a virtual engagement model with Zoom-based interviews.

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.