Remote Client Success Consultant

AO Globe Life; Havre (MT); À distance; USD 42 000 - 72 000; Plein temps

Avantages offerts par ce poste

Work from home

Full training

No cold calling

CRM pipeline

Résumé du poste

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes admin duties such as note-taking, scheduling, and CRM hygiene, with a strong emphasis on client follow-up and relationship management.

Expect full training and a pipeline focused on qualified interests, with performance-based advancement and a tech stack that supports remote work.

Qualifications

• Customer-focused consultant role with ability to assess needs and present options.
• Ability to maintain client relationships after initial meeting.
• Strong admin skills: notes, scheduling, CRM hygiene.

Responsabilités

• Assess client needs and present options.
• Teach clients about available options and guide decisions.
• Maintain ongoing relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Connaissances

Relationship building

Active listening

Communication

CRM familiarity

Outils

CRM

Description du poste

AO Globe Life seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes admin duties such as note-taking, scheduling, and CRM hygiene, with a strong emphasis on client follow-up and relationship management.

Expect full training and a pipeline focused on qualified interests, with performance-based advancement and a tech stack that supports remote work.