Remote Client Success Lead — Full Training & Growth

AO Globe Life; Peoria (AZ); Remote; USD 55,000 - 85,000; 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 who evaluates client needs, explains available options, and sustains the relationship after the first meeting. The role includes essential admin work, like taking notes, scheduling appointments, and keeping the CRM up to date.

Interviews are conducted on Zoom. The position offers full training, a qualified-interest pipeline, and the flexibility of working from home with modern tools.

Qualifications

• Assess needs, teach options, and stay in relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options while maintaining ongoing relationship after the initial meeting.
• Handle administrative tasks: notes, scheduling, CRM upkeep, and data entry.

Job description

AO Globe Life is seeking a virtual consultant who evaluates client needs, explains available options, and sustains the relationship after the first meeting. The role includes essential admin work, like taking notes, scheduling appointments, and keeping the CRM up to date.

Interviews are conducted on Zoom. The position offers full training, a qualified-interest pipeline, and the flexibility of working from home with modern tools.