Remote Client Advisory & Relations Specialist

AO Garcia Agency; Eagle (ID); Remote; USD 60.000 - 90.000; 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 to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, all while operating from home.

The position emphasizes staying engaged with clients and guiding them through options with a focus on relationship continuity. Training is provided, and there is a clear path for performance-based advancement.

Jobbeschreibung

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, all while operating from home.

The position emphasizes staying engaged with clients and guiding them through options with a focus on relationship continuity. Training is provided, and there is a clear path for performance-based advancement.