Remote Client Services Lead | Virtual Consultant

AO Globe Life; Nicholasville (KY); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Interviews on Zoom

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes essential admin duties such as notes, scheduling, and CRM hygiene, with no cold calling and a pipeline of qualified-interest leads.

Training is provided, the tech stack is current, and interviews are conducted via Zoom. The position is remote and aligns with a work-from-home setup in the United States.

Qualifications

• Admin tasks include notes, appointments, and CRM hygiene.
• Able to assess needs, teach options, and maintain relationships after first meeting.
• Interviews conducted on Zoom.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Participate in Zoom interviews and maintain current tech stack knowledge.

Skills

CRM hygiene

Remote work

Tools

CRM Software

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes essential admin duties such as notes, scheduling, and CRM hygiene, with no cold calling and a pipeline of qualified-interest leads.

Training is provided, the tech stack is current, and interviews are conducted via Zoom. The position is remote and aligns with a work-from-home setup in the United States.