Remote Client Success Consultant

AO Globe Life; Helena (MT); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Performance-based advancement

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, explain options, and maintain relationships after the first meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with training provided and Zoom interviews conducted.

The position offers remote work from home across the United States, with opportunities for advancement based on performance and access to the current tech stack.

Qualifications

• Traits include being driven, trainable and dependable.
• Ability to compete confidently in a virtual environment.
• Comfort with being on camera for meetings.

Responsibilities

• Assess needs and tailor options for clients during the first meeting.
• Nurture the relationship after the initial meeting to close effectively.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM hygiene

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, explain options, and maintain relationships after the first meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with training provided and Zoom interviews conducted.

The position offers remote work from home across the United States, with opportunities for advancement based on performance and access to the current tech stack.