Remote Member Experience Advisor

AO Globe Life; Keene (NH); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Current tech stack

Performance-based advancement

Job summary

AO Globe Life is seeking a Virtual Consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes essential administrative tasks like notes, appointment scheduling, and CRM hygiene, supported by full training and a familiar tech stack.

Interviews occur via Zoom. Expect a remote position with a structured, performance-driven advancement path and ongoing training to stay current with tools and processes.

Qualifications

• Experience maintaining client relationships and notes in CRM.
• Ability to communicate options clearly in a virtual setting.
• Strong administrative focus and attention to detail.

Responsibilities

• Assess client needs and present suitable options.
• Teach choices and guide the customer through next steps.
• Maintain relationship after the first meeting and follow up.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship-building

Communication

Remote work adaptability

Detail-oriented

Zoom interviews

Tools

CRM

Zoom

Job description

AO Globe Life is seeking a Virtual Consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes essential administrative tasks like notes, appointment scheduling, and CRM hygiene, supported by full training and a familiar tech stack.

Interviews occur via Zoom. Expect a remote position with a structured, performance-driven advancement path and ongoing training to stay current with tools and processes.