Remote Client Engagement Specialist

AO Garcia Agency; South Jordan (UT); 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 is hiring a virtual consultant in the United States. The role involves assessing client needs, teaching options, and maintaining the relationship after the initial meeting. Administrative tasks such as notes, appointments, and CRM hygiene are part of daily duties.

The position offers work-from-home flexibility and ongoing training. Ideal candidates are driven, trainable, dependable, and comfortable working with a camera.

Qualifications

• Assess needs and tailor options for clients.
• CRM hygiene and administrative duties (notes, appointments).

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks including notes, appointments, and CRM hygiene.

Job description

AO Globe Life is hiring a virtual consultant in the United States. The role involves assessing client needs, teaching options, and maintaining the relationship after the initial meeting. Administrative tasks such as notes, appointments, and CRM hygiene are part of daily duties.

The position offers work-from-home flexibility and ongoing training. Ideal candidates are driven, trainable, dependable, and comfortable working with a camera.