Remote Client Advocacy Specialist

AO Garcia Agency; Greenville (MS); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Qualified-interest pipeline

Performance-based advancement

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, present options, and guide them through decisions. You will maintain the relationship after the initial meeting, while managing essential administrative tasks such as notes, appointments, and CRM hygiene.

The role offers a fully remote setup with comprehensive training and opportunities for advancement. Ideal candidates are driven, trainable, dependable, and comfortable on camera during virtual interactions.

Responsibilities

• Assess client needs and present appropriate options.
• Nurture and maintain client relationships after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Video calls comfortable

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present options, and guide them through decisions. You will maintain the relationship after the initial meeting, while managing essential administrative tasks such as notes, appointments, and CRM hygiene.

The role offers a fully remote setup with comprehensive training and opportunities for advancement. Ideal candidates are driven, trainable, dependable, and comfortable on camera during virtual interactions.