Remote Client Relations Advisor

AO Globe Life; Columbia (SC); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Qualified-interest pipeline

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. Administrative duties include detailed CRM notes, appointment setting, and data hygiene.

The role emphasizes on-camera communication, a driven mindset, and comfortable participation in a performance-based environment. Training is provided, with remote work flexibility via Zoom interviews.

Qualifications

• Excellent communication skills for virtual consultations.
• Experience managing customer relationships and notes in a CRM.
• Comfortable on camera and presenting options clearly.

Responsibilities

• Assess client needs and present suitable options.
• Teach and guide clients through decisions during virtual meetings.
• Maintain CRM hygiene including notes and appointment scheduling.

Skills

Strong communication

CRM experience

Detail-oriented

Goal-driven

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. Administrative duties include detailed CRM notes, appointment setting, and data hygiene.

The role emphasizes on-camera communication, a driven mindset, and comfortable participation in a performance-based environment. Training is provided, with remote work flexibility via Zoom interviews.