Remote Client Success Consultant

AO Globe Life; Sanford (ME); A distancia; USD 35.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Work from home

Full training

Current tech stack

Descripción de la vacante

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with a focus on work-from-home flexibility.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and capable of thriving in a performance-based advancement environment. Training is provided to get you up to speed with the current tech stack.

Formación

• Experience with CRM systems and data hygiene.
• Strong organizational skills and attention to detail.
• Comfortable working remotely and independently.

Responsabilidades

• Assess client needs and present suitable options.
• Nurture client relationships through follow-up after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene, and documentation.

Conocimientos

CRM hygiene

Note taking

Appointment setting

Herramientas

CRM software

Descripción del empleo

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with a focus on work-from-home flexibility.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and capable of thriving in a performance-based advancement environment. Training is provided to get you up to speed with the current tech stack.