Remote - Client Success Team Lead

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

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.