Remote Client Success Associate

AO Globe Life; Alexandria (VA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Globe Life seeks a virtual consultant to assess client needs, present suitable options, and guide relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and maintaining CRM hygiene.

You will work from home with full training and a qualified-interest pipeline, avoiding cold calling and benefiting from a performance-based advancement path. The position emphasizes staying engaged with clients post-meeting and leveraging the current tech stack

Qualifications

• Admin tasks include taking notes, scheduling appointments, and maintaining CRM hygiene.
• CRM systems proficiency and ability to manage client information accurately.

Responsibilities

• Assess clients' needs and present suitable options.
• Teach clients about available products and services.
• Maintain the relationship with clients after the first meeting.

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present suitable options, and guide relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and maintaining CRM hygiene.

You will work from home with full training and a qualified-interest pipeline, avoiding cold calling and benefiting from a performance-based advancement path. The position emphasizes staying engaged with clients post-meeting and leveraging the current tech stack