Remote Member Onboarding & Engagement Specialist

AO Globe Life; Stamford (CT); 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, present options, and nurture the relationship after the first meeting. You will handle admin tasks including notes, appointments, and CRM hygiene, supporting a streamlined client journey.

The role emphasizes a drive to succeed, trainability, dependability, and comfort with a camera as you engage with clients from home. Training is provided and advancement is performance-based.

Responsibilities

• Assess client needs and tailor options during the initial meeting
• Keep the relationship alive after the first meeting with follow-up and support
• Handle admin tasks such as notes, appointment scheduling, and CRM hygiene

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. You will handle admin tasks including notes, appointments, and CRM hygiene, supporting a streamlined client journey.

The role emphasizes a drive to succeed, trainability, dependability, and comfort with a camera as you engage with clients from home. Training is provided and advancement is performance-based.