Remote Client Services Specialist — Mentorship & Growth

AO Globe Life; Ewa Beach (HI); Remote; USD 32,000 - 50,000; Full time

Benefits offered by this job

Weekly pay

Mentorship program

Work from home

No cold calling

Qualified leads

Advancement opportunities

Industry tools access

Job summary

AO Globe Life in the United States is seeking a motivated professional to join our remote team, offering flexibility and growth. You will guide families through financial-wellbeing solutions via web meetings, ensuring clear needs are identified and appropriate options explained.

Daily tasks include conducting virtual consultations, building lasting client relationships with regular check-ins, and handling related administrative duties.

Qualifications

• Experience in client-facing roles or sales is beneficial.
• Proven ability to assess client needs and communicate solutions effectively.
• Ability to maintain long-term client relationships through regular follow-ups.

Responsibilities

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Skills

Virtual consultations

Needs assessment

Relationship building

Administrative tasks

Tools

Zoom

CRM software

Web presentations

Job description

AO Globe Life in the United States is seeking a motivated professional to join our remote team, offering flexibility and growth. You will guide families through financial-wellbeing solutions via web meetings, ensuring clear needs are identified and appropriate options explained.

Daily tasks include conducting virtual consultations, building lasting client relationships with regular check-ins, and handling related administrative duties.