Remote Client Advocate & Relationship Consultant

AO Garcia Agency; Parkersburg (WV); Remote; USD 40,000 - 70,000; 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 nurture the relationship after the initial meeting. This remote role leverages the current tech stack and requires comfort with cameras.

You will collaborate across teams to ensure a smooth client journey from first contact to ongoing engagement. You will handle admin tasks such as notes, appointments, and CRM hygiene, with full training provided and opportunities for performance-based advancement.

Qualifications

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. This remote role leverages the current tech stack and requires comfort with cameras.

You will collaborate across teams to ensure a smooth client journey from first contact to ongoing engagement. You will handle admin tasks such as notes, appointments, and CRM hygiene, with full training provided and opportunities for performance-based advancement.