Remote Client Experience Advisor

AO Garcia Agency; Durham (NC); A distancia; USD 50.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Full training

Work from home

Performance-based advancement

Current tech stack

Descripción de la vacante

AO Globe Life is seeking a virtual consultant to assess client needs, present suitable options, and maintain ongoing relationships after the initial meeting. The role includes essential admin duties, such as notes, appointments, and CRM hygiene, with full training and a current tech stack.

Work from home is available in a performance-driven environment. The ideal candidate is driven, trainable, dependable, comfortable on camera, and able to manage a qualified-interest pipeline while advancing

Formación

• Ability to assess client needs and present options.
• Maintain CRM hygiene and accurate notes.
• Attend training and stay current with materials.

Responsabilidades

• Assess client needs and present options to potential customers.
• Nurture client relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Conocimientos

Needs assessment

Relationship building

Remote work

Communication

Descripción del empleo

AO Globe Life is seeking a virtual consultant to assess client needs, present suitable options, and maintain ongoing relationships after the initial meeting. The role includes essential admin duties, such as notes, appointments, and CRM hygiene, with full training and a current tech stack.

Work from home is available in a performance-driven environment. The ideal candidate is driven, trainable, dependable, comfortable on camera, and able to manage a qualified-interest pipeline while advancing