Remote Client Retention & Success Consultant

AO Globe Life; Merrimack (NH); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant based in the United States. You will assess client needs, present options, and maintain the relationship after the initial meeting. Administrative tasks include taking notes, scheduling, and keeping CRM hygiene up to date.

The role offers a fully remote work setup with a structured training program and a defined progression path based on performance. You will operate within a current tech stack and benefit from a streamlined onboarding process.

Responsibilities

• 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.

Job description

AO Globe Life is seeking a virtual consultant based in the United States. You will assess client needs, present options, and maintain the relationship after the initial meeting. Administrative tasks include taking notes, scheduling, and keeping CRM hygiene up to date.

The role offers a fully remote work setup with a structured training program and a defined progression path based on performance. You will operate within a current tech stack and benefit from a streamlined onboarding process.