Remote - Client Relations Manager Trainee

AO Globe Life; Helena (MT); Remote; USD 40,000 - 60,000; 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 in Helena, MT to assess client needs, present options, and maintain ongoing relationships after the first meeting. The role includes essential admin duties like notes, appointments, and CRM hygiene, with the advantage of a qualified-interest pipeline and full training.

You’ll work from home while leveraging the current tech stack and performance-based advancement.

Qualifications

• Experience using CRM systems to track notes and appointments.
• Strong communication skills for customer needs assessment.

Responsibilities

• Assess client needs and present suitable options.
• Maintain client relationship after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM management

Relationship building

Needs assessment

Effective communication

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.