Remote Client Onboarding & Success Specialist

AO Globe Life; Huron (SD); Remote; USD 42,000 - 68,000; 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 who assesses client needs, explains available options, and maintains the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, with a fully remote setup.

Candidates should be driven and trainable, comfortable on camera, and able to work within a no cold calling environment while leveraging a qualified-interest pipeline and full training.

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 who assesses client needs, explains available options, and maintains the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, with a fully remote setup.

Candidates should be driven and trainable, comfortable on camera, and able to work within a no cold calling environment while leveraging a qualified-interest pipeline and full training.