Remote Client Onboarding Specialist

AO Globe Life; Lewiston (ME); Remote; USD 45,000 - 75,000; 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 options, and maintain the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with training provided and a strong emphasis on staying connected post-meeting.

The position offers a remote setup and Zoom-based interviews, highlighting a performance-driven advancement path.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

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 includes administrative duties such as notes, scheduling, and CRM hygiene, with training provided and a strong emphasis on staying connected post-meeting.

The position offers a remote setup and Zoom-based interviews, highlighting a performance-driven advancement path.