Remote Client Services Lead — Growth & Relationships

AO Globe Life; Bridgeport (WV); Remote; USD 55,000 - 90,000; Full time

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene from home.

Ideal candidates are driven, trainable, and dependable, comfortable with a camera, and experienced with remote collaboration. This role emphasizes virtual interaction and ongoing client engagement with full training provided.

Qualifications

• Must be driven and trainable.
• CRM experience preferred.
• Comfortable with virtual meetings and remote collaboration.

Responsibilities

• Assess client needs and present options.
• Maintain relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera presence

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene from home.

Ideal candidates are driven, trainable, and dependable, comfortable with a camera, and experienced with remote collaboration. This role emphasizes virtual interaction and ongoing client engagement with full training provided.