Remote Client Success Lead | Virtual Consultant & Trainer

AO Globe Life; Kenosha (WI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Full training

Work from home

Current tech stack

Performance-based advancement

Job summary

AO Globe Life is seeking a virtual consultant who builds client relationships after the first meeting, assesses needs, and teaches options. The role includes admin tasks such as notes, appointments, and CRM hygiene, with work-from-home flexibility.

Viewers should be comfortable with a camera and thrive in a remote environment while leveraging the current tech stack and a qualified-interest pipeline to advance performance-based goals.

Qualifications

• Virtual consultant role building relationships after the first meeting.
• Must be able to manage notes and appointments with CRM hygiene.
• Comfortable working in a remote setup with current tech tools.

Responsibilities

• Assess client needs and teach options during virtual meetings.
• Maintain relationship continuity after initial engagement.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM

Job description

AO Globe Life is seeking a virtual consultant who builds client relationships after the first meeting, assesses needs, and teaches options. The role includes admin tasks such as notes, appointments, and CRM hygiene, with work-from-home flexibility.

Viewers should be comfortable with a camera and thrive in a remote environment while leveraging the current tech stack and a qualified-interest pipeline to advance performance-based goals.