Remote Client Relationship Consultant

AO Globe Life; Rockville (MD); Remote; USD 40,000 - 70,000; 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 maintain relationships after the initial meeting. The role includes admin duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date.

Interviews are conducted via Zoom, and the position offers full training and a chance to advance based on performance. It emphasizes ability to work from home and manage a qualified-interest pipeline.

Qualifications

• Virtual consultant role requires comfort on camera and Zoom.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

Tools

CRM

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role includes admin duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date.

Interviews are conducted via Zoom, and the position offers full training and a chance to advance based on performance. It emphasizes ability to work from home and manage a qualified-interest pipeline.