Remote Client Success and Retention Specialist

AO Globe Life; Goffstown (NH); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

No cold calling

Full training

CRM hygiene

Current tech stack

Job summary

AO Globe Life in the United States is seeking a Virtual Consultant to assess client needs, present suitable options, and stay engaged with the client after the first meeting. You will manage admin tasks including notes, appointments, and CRM hygiene.

The role offers a work-from-home setup, on-going training, and the opportunity to advance based on performance. A current tech stack is used to support the advisory process.

Qualifications

• Driven, trainable, dependable traits desired.

Responsibilities

• Assess needs and present options.
• Maintain relationship after initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable with camera

Tools

CRM

Job description

AO Globe Life in the United States is seeking a Virtual Consultant to assess client needs, present suitable options, and stay engaged with the client after the first meeting. You will manage admin tasks including notes, appointments, and CRM hygiene.

The role offers a work-from-home setup, on-going training, and the opportunity to advance based on performance. A current tech stack is used to support the advisory process.