Remote Client Success Lead

AO Globe Life; Kapolei (HI); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. This role emphasizes relationship-building and clear guidance in a remote setting.

You’ll handle admin tasks such as notes, appointments, and CRM hygiene, participate in Zoom interviews, and benefit from full training, a qualified-interest pipeline, and opportunities for performance-based advancement while working from home.

Qualifications

• Virtual consultant role with ability to assess needs, teach options, and maintain relationships after the first meeting.
• Administrative duties include notes, appointments, and CRM hygiene.

Responsibilities

• Interviews on Zoom.
• Provide training and work with current tech stack.
• Maintain CRM hygiene and scheduling.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. This role emphasizes relationship-building and clear guidance in a remote setting.

You’ll handle admin tasks such as notes, appointments, and CRM hygiene, participate in Zoom interviews, and benefit from full training, a qualified-interest pipeline, and opportunities for performance-based advancement while working from home.