Remote Client Advocacy Trainee — Lead Path

AO Globe Life; Whitefish (MT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. This role includes admin tasks like notes, appointments, and CRM hygiene, with no cold calling required.

You'll operate from a home office using our current tech stack and participate in ongoing training and development to advance your performance.

Qualifications

• Assessment of client needs and presenting options.
• Maintaining relationships after initial meeting.
• Admin duties including notes, appointments, and CRM hygiene.

Responsibilities

• Virtual consultant role: assess needs, teach options, stay in relationship after first meeting.
• Admin: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Tools

CRM

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. This role includes admin tasks like notes, appointments, and CRM hygiene, with no cold calling required.

You'll operate from a home office using our current tech stack and participate in ongoing training and development to advance your performance.