Remote - Client Onboarding Specialist

AO Globe Life; Philadelphia (Philadelphia County); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Performance-based advancement

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This role emphasizes relationship-building and solution guidance from home, with emphasis on CRM hygiene and admin tasks.

You'll work in a no cold-calling environment, receive full training, and operate with a qualified-interest pipeline while leveraging the current tech stack to support clients remotely.

Responsibilities

• Assess client needs during the initial meeting and tailor options accordingly.
• Teach available choices and guide clients to suitable solutions.
• Maintain the relationship after the first meeting and follow up as needed.

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.