Client Relations Associate - Remote

AO Globe Life; Sanford (ME); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with a focus on work-from-home flexibility.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and capable of thriving in a performance-based advancement environment. Training is provided to get you up to speed with the current tech stack.

Qualifications

• Experience with CRM systems and data hygiene.
• Strong organizational skills and attention to detail.
• Comfortable working remotely and independently.

Responsibilities

• Assess client needs and present suitable options.
• Nurture client relationships through follow-up after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene, and documentation.

Skills

CRM hygiene

Note taking

Appointment setting

Tools

CRM software

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.