Remote Client Success Consultant

AO Garcia Agency; Gallup (NM); A distancia; USD 28.000 - 48.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Full training

Work from home

Current tech stack

Descripción de la vacante

AO Globe Life seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. Admin duties include careful notes, scheduling, and CRM hygiene. The role features work-from-home flexibility, training, and access to the current tech stack.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. This opportunity emphasizes performance-based advancement and ongoing coaching as you build a qualified-interest pipeline.

Formación

• Willing to work from home and build client relationships after the first meeting.
• CRM hygiene, note keeping, and appointment scheduling experience preferred.
• Ability to learn options and explain them clearly to clients.

Responsabilidades

• Assess client needs and present options during the initial meeting.
• Maintain relationships after the first meeting.
• Handle admin tasks: notes, appointments and ensuring CRM hygiene.

Conocimientos

Driven

Trainable

Dependable

Competitive

Camera comfortable

Herramientas

CRM

Descripción del empleo

AO Globe Life seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. Admin duties include careful notes, scheduling, and CRM hygiene. The role features work-from-home flexibility, training, and access to the current tech stack.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. This opportunity emphasizes performance-based advancement and ongoing coaching as you build a qualified-interest pipeline.