Remote Client Experience Consultant

AO Garcia Agency; Merrimack (NH); 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 seeking a virtual consultant who assesses client needs, teaches available options, and remains engaged with the client after the initial meeting. Administrative tasks include notes, scheduling, and CRM hygiene.

The role offers training and a national remote work arrangement with a structured pipeline and ongoing advancement opportunities. You will work with a current tech stack to manage leads and maintain CRM hygiene, while avoiding cold calls.

Responsibilities

• Assess client needs, present options, and guide decision-making after the first meeting.
• Maintain the relationship after the initial meeting to foster ongoing engagement.

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, teaches available options, and remains engaged with the client after the initial meeting. Administrative tasks include notes, scheduling, and CRM hygiene.

The role offers training and a national remote work arrangement with a structured pipeline and ongoing advancement opportunities. You will work with a current tech stack to manage leads and maintain CRM hygiene, while avoiding cold calls.