Remote Client Experience Lead — Training & Growth

AO Globe Life; Laurel (DE); Remote; USD 55,000 - 95,000; 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, explains options, and maintains relationships after the initial meeting. The role includes administrative duties like taking notes, scheduling, and keeping the CRM up to date.

Ideal candidates are driven, trainable, dependable, competitive, and comfortable on camera. Interviews are conducted via Zoom, with training provided and a pipeline of qualified opportunities.

Qualifications

• Ability to assess needs and present options clearly.
• Maintains CRM hygiene and administrative accuracy.
• Comfortable on camera for virtual interactions.

Responsibilities

• Assess client needs, explain options, and nurture relationships after the first meeting.
• Handle admin tasks including notes, appointment setting, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, explains options, and maintains relationships after the initial meeting. The role includes administrative duties like taking notes, scheduling, and keeping the CRM up to date.

Ideal candidates are driven, trainable, dependable, competitive, and comfortable on camera. Interviews are conducted via Zoom, with training provided and a pipeline of qualified opportunities.