Remote Client Advisor — No Cold Calling, Full Training

AO Globe Life; Surprise (AZ); Remote; USD 45,000 - 85,000; 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, present options, and nurture the relationship after the first meeting. This remote role supports seamless collaboration and ongoing engagement with prospects and clients.

You will handle administrative duties, maintain CRM hygiene, and participate in Zoom interviews, all supported by comprehensive training to ensure success in a work-from-home setup.

Qualifications

• Interviews on Zoom.
• CRM hygiene and admin tasks.
• No cold calling.

Responsibilities

• Assess client needs and teach options during the initial meeting.
• Stay in relationship after the first meeting.
• Handle admin tasks: notes, appointments and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

On camera

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This remote role supports seamless collaboration and ongoing engagement with prospects and clients.

You will handle administrative duties, maintain CRM hygiene, and participate in Zoom interviews, all supported by comprehensive training to ensure success in a work-from-home setup.