Remote Client Retention & Relationship Consultant

AO Globe Life; Fort Wayne (IN); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, teaches options, and remains engaged with the relationship after the first meeting. The role includes administrative duties like notes, appointments, and CRM hygiene. It offers work from home, training, access to the current tech stack, and a performance-based advancement path.

Ideal candidates are driven, trainable, dependable, comfortable competing, and fine with a camera, with interviews conducted on Zoom.

Qualifications

• Experience in virtual client engagement is helpful.
• Comfortable on camera during interactions.
• Ability to build rapport remotely.

Responsibilities

• Assess client needs and present options.
• Stay in relationship after the initial meeting.
• Maintain CRM hygiene and schedule follow-ups.
• Handle admin tasks: notes and appointments.

Skills

Virtual consultant

CRM hygiene

Needs assessment

Relationship management

On-camera communication

Tools

CRM software

Zoom

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, teaches options, and remains engaged with the relationship after the first meeting. The role includes administrative duties like notes, appointments, and CRM hygiene. It offers work from home, training, access to the current tech stack, and a performance-based advancement path.

Ideal candidates are driven, trainable, dependable, comfortable competing, and fine with a camera, with interviews conducted on Zoom.