Remote Client Onboarding & Success Specialist

AO Globe Life; Frisco (TX); Remote; USD 60,000 - 90,000; 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 is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting.

The role includes administrative duties such as taking notes, scheduling appointments, and CRM hygiene, with full training. This is a remote position, suitable for a candidate who thrives in a home-office setting and values ongoing development.

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 is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting.

The role includes administrative duties such as taking notes, scheduling appointments, and CRM hygiene, with full training. This is a remote position, suitable for a candidate who thrives in a home-office setting and values ongoing development.