Remote Client Advocacy Specialist | Relationship Builder

AO Globe Life; Columbia Township (MO); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Globe Life seeks a virtual consultant to assess needs, educate clients on options, and maintain relationships after the initial meeting. The role includes administrative responsibilities such as taking notes, scheduling appointments, and maintaining CRM hygiene, with the option to work from home.

Candidates should be driven, trainable, dependable, and comfortable on camera. The position offers full training and exposure to the current tech stack in a remote setup.

Responsibilities

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

Job description

AO Globe Life seeks a virtual consultant to assess needs, educate clients on options, and maintain relationships after the initial meeting. The role includes administrative responsibilities such as taking notes, scheduling appointments, and maintaining CRM hygiene, with the option to work from home.

Candidates should be driven, trainable, dependable, and comfortable on camera. The position offers full training and exposure to the current tech stack in a remote setup.