Remote Client Care & Success Coordinator

AO Globe Life; Gulfport (MS); Remote; USD 52,000 - 78,000; 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 who will assess client needs, present tailored options, and maintain the relationship after the first meeting. The role includes essential admin tasks like note-taking, scheduling, and keeping CRM data clean and up to date.

This position emphasizes remote work with a structured training path and ongoing support to help you grow in performance-based advancement while using the current tech stack.

Qualifications

• Must be comfortable working in a virtual setting.
• Ability to teach options and guide clients after the initial meeting.

Responsibilities

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

Skills

CRM hygiene

Virtual consultation

Admin tasks

Notes management

Tools

CRM software

Job description

AO Globe Life is seeking a virtual consultant who will assess client needs, present tailored options, and maintain the relationship after the first meeting. The role includes essential admin tasks like note-taking, scheduling, and keeping CRM data clean and up to date.

This position emphasizes remote work with a structured training path and ongoing support to help you grow in performance-based advancement while using the current tech stack.