Remote Member Account Specialist

AO Globe Life; Hoover (AL); 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 remote virtual consultant to assess client needs, present viable options, and nurture the relationship after the initial meeting.

The role includes administrative duties such as notes, appointment setting, and maintaining CRM hygiene, with training provided and Zoom interviews used for selection. This position supports a work-from-home setup with a modern tech stack.

Qualifications

• Ability to assess client needs and present options clearly.
• Maintain CRM hygiene with notes and appointments.
• Comfortable on camera during Zoom interviews.

Responsibilities

• Assess client needs and tailor solutions during first meetings.
• Educate clients on options and follow up after meetings.
• Handle administrative tasks like notes, scheduling, and CRM data quality.

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.

Interviews on Zoom.