Remote Client Success & Retention Specialist

AO Globe Life; Fort Collins (CO); Remote; USD 50,000 - 70,000; 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 in Fort Collins, CO is seeking a virtual consultant who assesses needs, teaches options, and maintains client relationships after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with work-from-home flexibility.

Ideal candidates are driven, trainable and dependable, comfortable competing, and camera-friendly for remote engagement with clients.

Qualifications

• Must show drive and willingness to learn in a virtual selling environment.
• Ability to stay organized with notes, meetings and CRM hygiene.
• Comfortable presenting options and guiding customers remotely.

Responsibilities

• Assess customer needs in a virtual setting and teach suitable options.
• Maintain the client relationship after the first meeting and continue engagement.
• Admin tasks incl. notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Globe Life in Fort Collins, CO is seeking a virtual consultant who assesses needs, teaches options, and maintains client relationships after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with work-from-home flexibility.

Ideal candidates are driven, trainable and dependable, comfortable competing, and camera-friendly for remote engagement with clients.