Remote Client Services Advisor | Flexible Schedule & Growth

AO Globe Life; Beloit (WI); Remote; USD 27,000 - 55,000; Full time

Benefits offered by this job

Weekly pay

Mentorship

Training program

Advancement opportunities

Industry tools

Work from home

Zoom interviews

Job summary

AO Globe Life is seeking a motivated professional to join our remote team. The role focuses on conducting virtual consultations with clients, assessing needs, and guiding them to appropriate financial solutions, all from a home-based setup.

You will nurture ongoing client relationships through regular check-ins while handling essential administrative duties to keep our engagements organized and efficient.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to explain solutions clearly and confidently.
• Strong organizational and proactive task management.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and educate them on suitable solutions.
• Cultivate and maintain lasting client relationships with regular check-ins.
• Complete related administrative tasks (note-taking, appointment setting, etc.).

Skills

Virtual consultations

Needs assessment

Relationship building

Administrative tasks

Job description

AO Globe Life is seeking a motivated professional to join our remote team. The role focuses on conducting virtual consultations with clients, assessing needs, and guiding them to appropriate financial solutions, all from a home-based setup.

You will nurture ongoing client relationships through regular check-ins while handling essential administrative duties to keep our engagements organized and efficient.