Remote Benefits Concierge & Client Advocate

AO Globe Life; South Bend (IN); Remote; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Globe Life is seeking a virtual consultant based in the United States to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, appointment scheduling, and CRM hygiene, with a work-from-home setup and ongoing training.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to manage a qualified-interest pipeline and pursue performance-based advancement.

Qualifikationen

• Ability to assess client needs and present options clearly.
• Maintain and nurture client relationships after initial meeting.
• Strong communication and reliability.

Aufgaben

• Assess needs and present options to clients.
• Stay engaged with clients after the first meeting to close or nurture.
• Handle admin tasks: take notes, schedule appointments, maintain CRM data.

Kenntnisse

Needs assessment

Relationship management

Virtual communication

CRM hygiene

Tools

CRM software

Jobbeschreibung

AO Globe Life is seeking a virtual consultant based in the United States to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, appointment scheduling, and CRM hygiene, with a work-from-home setup and ongoing training.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with the ability to manage a qualified-interest pipeline and pursue performance-based advancement.