Remote Client Needs Advisor | Training & Growth

AO Globe Life; Charlotte (NC); Remote; USD 30,000 - 50,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role emphasizes CRM hygiene, note-taking, and appointments as part of the administrative duties.

The position offers work-from-home flexibility with full training and a clear path for advancement. A qualified-interest pipeline supports the transition from first contact to ongoing client engagement, with no cold calling required.

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role emphasizes CRM hygiene, note-taking, and appointments as part of the administrative duties.

The position offers work-from-home flexibility with full training and a clear path for advancement. A qualified-interest pipeline supports the transition from first contact to ongoing client engagement, with no cold calling required.