Remote Client Advisory Specialist

AO Globe Life; Reading (Berks County); A distancia; USD 50.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descripción de la vacante

AO Globe Life seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. This remote role emphasizes relationship-building and collaboration via Zoom.

Administrative tasks are part of the job, including notes, scheduling, and CRM hygiene. The seat includes full training, a qualified-interest pipeline, current tech stack, and work-from-home flexibility with performance-based advancement.

Responsabilidades

• Assess client needs and present suitable options.
• Maintain the client relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Descripción del empleo

AO Globe Life seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. This remote role emphasizes relationship-building and collaboration via Zoom.

Administrative tasks are part of the job, including notes, scheduling, and CRM hygiene. The seat includes full training, a qualified-interest pipeline, current tech stack, and work-from-home flexibility with performance-based advancement.