Remote Client Advocacy Specialist

AO Garcia Agency; Pawtucket (RI); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene, with full training provided.

The position supports remote work from home, leveraging the current tech stack and a pipeline of qualified interests. Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to compete in a performance-based

Qualifications

• Must be driven, trainable and dependable.
• Comfortable on camera and able to present options clearly.
• Able to thrive in a performance-based environment.

Responsibilities

• Assess client needs, explain options, and guide decisions.
• Maintain relationship after initial meeting; handle admin tasks and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Competitive

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene, with full training provided.

The position supports remote work from home, leveraging the current tech stack and a pipeline of qualified interests. Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to compete in a performance-based