Remote Client Onboarding & Success Consultant

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

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.