Remote Client Care & Relationship Consultant

AO Garcia Agency; Dover (NH); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Work from home

No cold calling

Full training

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. Administrative duties include meticulous notes, scheduling, and CRM hygiene, supporting a streamlined sales process from a remote setting.

The role offers full training, a qualified-interest pipeline, and opportunities for performance-based advancement, with work from home flexibility and access to the current tech stack.

Responsibilities

• Assess needs and present options to clients.
• Stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Relationship building

Virtual consulting

Tools

CRM

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. Administrative duties include meticulous notes, scheduling, and CRM hygiene, supporting a streamlined sales process from a remote setting.

The role offers full training, a qualified-interest pipeline, and opportunities for performance-based advancement, with work from home flexibility and access to the current tech stack.