Remote Client Relations Specialist

AO Garcia Agency; Vancouver (WA); Remote; USD 50,000 - 80,000; 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 nurture the relationship after the initial meeting. This role focuses on consultative engagement with remote collaboration across teams, leveraging the current tech stack to support conversations.

You will own admin tasks like taking notes, scheduling appointments, and CRM hygiene, while staying driven, trainable, and dependable in a performance-based environment.

Qualifications

• Experience in customer-facing roles and relationship building.
• Ability to manage scheduling notes and admin tasks efficiently.
• Comfort with video calls and presenting options remotely.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship management

CRM hygiene

Trainable

Self-motivated

Comfortable with camera

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. This role focuses on consultative engagement with remote collaboration across teams, leveraging the current tech stack to support conversations.

You will own admin tasks like taking notes, scheduling appointments, and CRM hygiene, while staying driven, trainable, and dependable in a performance-based environment.