Remote Client Engagement Specialist

AO Garcia Agency; Laurel (MD); Remote; USD 55,000 - 90,000; 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 can assess needs, teach options, and maintain relationships after the first meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene.

You will work from home with a qualified-interest pipeline and receive full training. Successful candidates are driven, trainable, dependable, comfortable on camera, and able to compete in a results-driven environment.

Qualifications

• Experience in virtual/remote consultative roles preferred.
• Strong relationship-building and follow-up skills.
• Comfort with video interactions and camera presence.

Responsibilities

• Assess customer needs during the initial contact and present suitable options.
• Maintain the relationship after the first meeting and ensure CRM hygiene.
• Handle admin tasks such as notes, appointments, and data entry in CRM.

Skills

Driven

Trainable

Dependable

Competitive

Comfortable on camera

Tools

CRM

Job description

AO Globe Life is seeking a virtual consultant who can assess needs, teach options, and maintain relationships after the first meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene.

You will work from home with a qualified-interest pipeline and receive full training. Successful candidates are driven, trainable, dependable, comfortable on camera, and able to compete in a results-driven environment.