Remote Coverage & Client Success Consultant

AO Globe Life; Bartlett (TN); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Fully remote

Full training

Current tech stack

Performance-based advancement

Job summary

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and guide them through choices while maintaining relationships after the initial meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene, with the comfort of working from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with a knack for handling a qualified-interest pipeline and staying aligned with provided training and tools.

Qualifications

• Customer-facing communication skills.
• Ability to manage CRM and scheduling.
• Comfortable on camera and virtual engagement.

Responsibilities

• Assess client needs and present options.
• Nurture client relationships after the first meeting; ensure CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and guide them through choices while maintaining relationships after the initial meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene, with the comfort of working from home.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with a knack for handling a qualified-interest pipeline and staying aligned with provided training and tools.