Remote Client Success Specialist

AO Globe Life; Portland (OR); Remote; USD 46,000 - 77,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

AO Globe Life is seeking motivated individuals for a remote sales-advisory role focusing on securing families’ financial well-being through virtual consultations.

You will assess client needs, present tailored solutions, and maintain relationships with periodic check-ins, supported by mentorship, training, and industry-leading tools. A flexible schedule and Zoom interviews are offered.

Qualifications

• Passionate, competitive, motivated, dependable and adaptable traits are valued.
• Flexible, trainable mindset is preferred.
• Excellent communication and relationship-building skills are required.

Responsibilities

• Conduct virtual consultations with clients to assess their needs.
• Educate clients on suitable financial solutions and offerings.
• Build and maintain lasting client relationships through regular check-ins.
• Handle related administrative tasks (notes, scheduling, etc.).

Job description

AO Globe Life is seeking motivated individuals for a remote sales-advisory role focusing on securing families’ financial well-being through virtual consultations.

You will assess client needs, present tailored solutions, and maintain relationships with periodic check-ins, supported by mentorship, training, and industry-leading tools. A flexible schedule and Zoom interviews are offered.