Remote Client Intake Specialist - Training & Growth

AO Globe Life; Hastings (NE); Remote; USD 34,000 - 69,000; Full time

Benefits offered by this job

Full training

Remote work

No cold calling

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointment scheduling, and CRM hygiene.

This position operates from home with full training provided and no cold calling involved, offering a clear, performance-based path for advancement and access to the current tech stack.

Qualifications

• Interviews conducted on Zoom.
• CRM hygiene and accurate note-taking.
• Administrative tasks include scheduling and data entry.

Responsibilities

• Assess client needs, teach options, and guide decisions after initial meeting.
• Stay in the relationship after the first meeting to support the client.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointment scheduling, and CRM hygiene.

This position operates from home with full training provided and no cold calling involved, offering a clear, performance-based path for advancement and access to the current tech stack.