Remote Client Solutions Advisor

AO Globe Life; Wake Forest (NC); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, present suitable options, and nurture relationships after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while working from home.

This remote role emphasizes staying engaged with clients, using the current tech stack, and upholding CRM hygiene. Training is provided, and advancement is performance-based.

Qualifications

• No explicit degrees stated in the ad.
• Candidates should be comfortable with remote work and client interactions.
• Experience in CRM hygiene and administrative tasks is helpful.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Notes management

Appointment setting

Remote work capability

Tools

CRM system

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present suitable options, and nurture relationships after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while working from home.

This remote role emphasizes staying engaged with clients, using the current tech stack, and upholding CRM hygiene. Training is provided, and advancement is performance-based.