Remote Client Success & Solutions Consultant

AO Garcia Agency; Lenexa (KS); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting.

Administrative tasks are part of the role: notes, appointment scheduling, CRM hygiene. You will work from home with full training and access to our current tech stack.

This position emphasizes dependability, motivation, and comfort with video calls; candidates should be driven, trainable, and ready to compete.

Qualifications

• Virtual consultant role: assess needs, teach options, and nurture the relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting.

Administrative tasks are part of the role: notes, appointment scheduling, CRM hygiene. You will work from home with full training and access to our current tech stack.

This position emphasizes dependability, motivation, and comfort with video calls; candidates should be driven, trainable, and ready to compete.