Remote Client Services Lead (Virtual Consultant)

AO Garcia Agency; Providence (RI); A distancia; USD 50.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Full training

Work from home

Descripción de la vacante

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain the advisory relationship after the first meeting. The role includes administrative duties such as notes, scheduling, and keeping CRM data clean. Ideal candidates are driven, trainable, dependable, and comfortable on camera.

This remote, work-from-home position emphasizes staying connected with clients and excelling in a performance-driven environment with full training and advancement opportunities.

Formación

• Experience in virtual consulting or sales is a plus.
• Strong communication skills for remote interactions.
• Comfort with using video and digital tools.

Responsabilidades

• Assess client needs in virtual meetings and present options.
• Maintain ongoing relationship after the initial meeting.
• Handle admin tasks: notes, scheduling, and CRM hygiene.

Conocimientos

Needs assessment

Relationship building

Communication

Camera comfort

Herramientas

CRM software

Descripción del empleo

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain the advisory relationship after the first meeting. The role includes administrative duties such as notes, scheduling, and keeping CRM data clean. Ideal candidates are driven, trainable, dependable, and comfortable on camera.

This remote, work-from-home position emphasizes staying connected with clients and excelling in a performance-driven environment with full training and advancement opportunities.