Remote Client Retention Specialist

AO Globe Life; Riverside (CA); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Current tech stack

Qualified-interest pipeline

Performance-based advancement

Job summary

AO Globe Life in Riverside, CA seeks a virtual consultant who assesses needs, presents options, and maintains relationships after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene, work from home, and participate in a structured training program with a clear path for advancement.

This role emphasizes a proactive mindset, reliability, and comfort with using video to engage clients, while leveraging a current tech stack and a qualified-interest pipeline.

Qualifications

• Experience with notes and appointment scheduling.
• Familiarity with CRM hygiene practices.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include taking notes, scheduling appointments, and maintaining CRM hygiene.

Skills

CRM hygiene

Notes management

Appointment scheduling

Digital communication

Tools

CRM software

Job description

AO Globe Life in Riverside, CA seeks a virtual consultant who assesses needs, presents options, and maintains relationships after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene, work from home, and participate in a structured training program with a clear path for advancement.

This role emphasizes a proactive mindset, reliability, and comfort with using video to engage clients, while leveraging a current tech stack and a qualified-interest pipeline.