Remote Client Intake Specialist

AO Globe Life; Joplin (MO); Remote; USD 60,000 - 90,000; 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 sustains the relationship after the initial meeting. This role leverages Zoom for interviews and relies on a current tech stack to manage outreach and follow-up.

The position emphasizes strong administrative skills—notes, appointments, and CRM hygiene—while offering a work-from-home setup. The ideal candidate is driven, trainable, dependable, and comfortable on camera.

Responsibilities

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

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

Interviews on Zoom.