Remote Client Consultant & Appointment Coordinator

AO Globe Life; Alexandria (LA); Remote; USD 42,000 - 66,000; 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 to assess client needs, present options, and nurture the relationship after the first meeting. The role includes admin duties like maintaining notes, scheduling, and CRM hygiene, with full training and current tech stack. Interviews are conducted on Zoom, and there is a defined, performance-based advancement path.

Work from home is supported. The ideal candidate is driven, trainable, and dependable, comfortable with cameras, and able to thrive in a

Qualifications

• Virtual consultative selling mindset desired.
• Ability to maintain CRM notes and scheduling hygiene.
• Comfort with video conferencing and remote collaboration.

Responsibilities

• Assess needs, teach options, and guide the prospect after the first meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.
• Participate in a virtual sales process and maintain the customer relationship.

Skills

Driven

Trainable

Dependable

Tools

CRM

Zoom

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes admin duties like maintaining notes, scheduling, and CRM hygiene, with full training and current tech stack. Interviews are conducted on Zoom, and there is a defined, performance-based advancement path.

Work from home is supported. The ideal candidate is driven, trainable, and dependable, comfortable with cameras, and able to thrive in a