Remote Client Relations Advisor — Training & Growth

AO Globe Life; Stamford (CT); Remote; USD 60,000 - 85,000; 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, teach options, and nurture the relationship after the first meeting. You’ll handle admin tasks, notes, appointments, and CRM hygiene, with interviews on Zoom and a remote work setup that supports work-from-home.

The role emphasizes staying connected with clients, guiding them through choices, and leveraging the current tech stack to deliver value. Training is provided, and advancement is performance-based.

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, teach options, and nurture the relationship after the first meeting. You’ll handle admin tasks, notes, appointments, and CRM hygiene, with interviews on Zoom and a remote work setup that supports work-from-home.

The role emphasizes staying connected with clients, guiding them through choices, and leveraging the current tech stack to deliver value. Training is provided, and advancement is performance-based.