Remote Client Success & Engagement Consultant

AO Globe Life; Apex (NC); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

CRM hygiene

Current tech stack

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, explains available options, and maintains the relationship after the first meeting. You will manage notes, appointments, and CRM hygiene, ensuring clean data and timely follow-ups.

Interviews are conducted on Zoom, and you will remain connected with prospects throughout the process. This seat includes full training, access to the current tech stack, a work-from-home setup, a qualified-interest pipeline, performance-based

Qualifications

• Experience in virtual sales or consulting preferred.
• Excellent communication and relationship-building skills.
• Comfortable on camera.

Responsibilities

• Assess client needs and explain options.
• Nurture relationships after the first meeting.
• Manage notes, appointments, and CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, explains available options, and maintains the relationship after the first meeting. You will manage notes, appointments, and CRM hygiene, ensuring clean data and timely follow-ups.

Interviews are conducted on Zoom, and you will remain connected with prospects throughout the process. This seat includes full training, access to the current tech stack, a work-from-home setup, a qualified-interest pipeline, performance-based