Remote Client Success Consultant

AO Globe Life; Colorado Springs (CO); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Current tech stack

Job summary

AO Globe Life is seeking a Virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This role combines consultative guidance with relationship management and can be performed from home in the United States.

You will manage administrative tasks such as notes, scheduling, and CRM hygiene, supported by full training and a current tech stack. Performance-based advancement opportunities and Zoom interviews are provided.

Responsibilities

• Assess client needs and present options during virtual consultations.
• Maintain the client relationship after the initial meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Job description

AO Globe Life is seeking a Virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This role combines consultative guidance with relationship management and can be performed from home in the United States.

You will manage administrative tasks such as notes, scheduling, and CRM hygiene, supported by full training and a current tech stack. Performance-based advancement opportunities and Zoom interviews are provided.