Remote Family Advocate & Client Solutions Coach

AO Globe Life; Waukesha (WI); Remote; USD 40,000 - 60,000; 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 is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin responsibilities like taking notes, scheduling appointments, and keeping CRM hygiene up to date. Training is provided, and interviews take place on Zoom.

The position offers a work-from-home setup with a merit-based advancement path and access to the current tech stack for remote collaboration.

Qualifications

• Admin tasks include notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options to them.
• Maintain relationship after the initial meeting.
• Handle administrative tasks such as notes, appointments, and CRM hygiene.

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin responsibilities like taking notes, scheduling appointments, and keeping CRM hygiene up to date. Training is provided, and interviews take place on Zoom.

The position offers a work-from-home setup with a merit-based advancement path and access to the current tech stack for remote collaboration.