Remote Client Experience Advisor — No Cold Calling

AO Garcia Agency; Bethlehem (Northampton County); A distancia; USD 50.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Descripción de la vacante

AO Globe Life is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. Admin tasks include notes, appointments, and CRM hygiene. The role comes with a work-from-home setup and a current tech stack for remote operations.

Ideal candidates are driven, trainable, dependable, and comfortable being on camera, with the ability to thrive in a remote, performance-driven environment.

Formación

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

Responsabilidades

• Assess client needs and teach options; close on value.
• Nurture ongoing relationship after the first meeting.
• Keep notes, schedule appointments, and maintain CRM hygiene.

Conocimientos

Needs assessment

Relationship management

Communication

Herramientas

CRM hygiene

CRM software

Descripción del empleo

AO Globe Life is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. Admin tasks include notes, appointments, and CRM hygiene. The role comes with a work-from-home setup and a current tech stack for remote operations.

Ideal candidates are driven, trainable, dependable, and comfortable being on camera, with the ability to thrive in a remote, performance-driven environment.