Home-Based Client Services Representative

AO Garcia Agency; Pasco (WA); Remote; USD 55,000 - 80,000; 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 client needs, teach options, and maintain relationships after the first meeting. The role includes admin tasks such as notes, appointments, CRM hygiene, and working with a qualified-interest pipeline.

You will receive full training and work from home using the current tech stack, with opportunities for progression based on performance.

Responsibilities

• Assess client needs and present options.
• Maintain client relationships after the initial 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.