Remote Client Care Consultant — No Cold Calling & Training

AO Globe Life; Dover (DE); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant who assesses needs, explains options, and maintains the client relationship after the initial meeting. You will leverage our current tech stack and training to guide prospects through the process from home.

Daily tasks include admin duties: notes, appointments, CRM hygiene, and pipeline upkeep. Interviews are conducted on Zoom, and the role rewards reliability, drive, trainability, and comfort with cameras as you build trusted partnerships.

Qualifications

• No cold calling is required.
• Must be able to manage notes, appointments and CRM hygiene.
• Ability to explain options and guide prospects.

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.

Skills

CRM management

Communication

Relationship-building

Detail-oriented

Tools

CRM

Job description

AO Globe Life is seeking a virtual consultant who assesses needs, explains options, and maintains the client relationship after the initial meeting. You will leverage our current tech stack and training to guide prospects through the process from home.

Daily tasks include admin duties: notes, appointments, CRM hygiene, and pipeline upkeep. Interviews are conducted on Zoom, and the role rewards reliability, drive, trainability, and comfort with cameras as you build trusted partnerships.