Remote Member Relations Associate | Virtual Consultant

AO Globe Life; Bossier City (LA); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Globe Life is seeking a virtual consultant ready to assess needs and teach options while maintaining client relationships beyond the first meeting. The role includes administrative duties such as notes, appointment scheduling, and CRM hygiene.

You will engage in Zoom interviews as part of our process, and work from home with a current tech stack supporting remote collaboration. This position emphasizes customer-focused communication, dependability, and the ability to thrive in a remote

Qualifications

• Assess client needs and tailor options to each relationship.
• Maintain CRM hygiene: notes, appointments, and follow-ups.
• Build and sustain relationships after the first meeting.

Responsibilities

• Assess client needs and present options.
• Stay in touch with clients after the initial meeting.
• Maintain accurate CRM records and schedule appointments.
• Participate in Zoom interviews as part of the hiring process.

Skills

Needs assessment

CRM hygiene

Relationship mgmt

Trainable

Tools

CRM software

Zoom

Job description

AO Globe Life is seeking a virtual consultant ready to assess needs and teach options while maintaining client relationships beyond the first meeting. The role includes administrative duties such as notes, appointment scheduling, and CRM hygiene.

You will engage in Zoom interviews as part of our process, and work from home with a current tech stack supporting remote collaboration. This position emphasizes customer-focused communication, dependability, and the ability to thrive in a remote