Remote Client Consultation Specialist

AO Globe Life; Reading (Berks County); Remote; USD 50,000 - 80,000; 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 seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. This remote role emphasizes relationship-building and collaboration via Zoom.

Administrative tasks are part of the job, including notes, scheduling, and CRM hygiene. The seat includes full training, a qualified-interest pipeline, current tech stack, and work-from-home flexibility with performance-based advancement.

Responsibilities

• Assess client needs and present suitable options.
• Maintain the client relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

Interviews on Zoom.