Remote Client Liaison & Virtual Consultant

AO Globe Life; Peoria (IL); Remote; USD 50,000 - 70,000; 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 seeks a virtual consultant to assess client needs, present suitable options, and stay engaged after the initial meeting to nurture ongoing relationships. The role includes essential admin tasks such as notes, scheduling, and CRM hygiene, with training and career progression available.

Must be driven, trainable, and comfortable on camera. The position offers work-from-home flexibility and opportunities for performance-based advancement while leveraging the current tech stack.

Responsibilities

• Assess client needs and present options after the first meeting.
• Stay in the relationship after the first meeting to nurture conversions.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present suitable options, and stay engaged after the initial meeting to nurture ongoing relationships. The role includes essential admin tasks such as notes, scheduling, and CRM hygiene, with training and career progression available.

Must be driven, trainable, and comfortable on camera. The position offers work-from-home flexibility and opportunities for performance-based advancement while leveraging the current tech stack.