Remote Member Services Consultant

AO Globe Life; Norfolk (VA); Remote; USD 60,000 - 85,000; 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 maintain relationships after the first meeting. You will handle admin duties like notes, appointments, and CRM hygiene from a home-based setup.

The role emphasizes a driven, trainable, dependable mindset with comfort on camera, and offers current tech stack familiarity plus performance-based advancement.

Qualifications

• Experience as a virtual consultant or client-facing role.
• Ability to manage notes, appointments, and CRM hygiene effectively.
• Strong communication and relationship-building skills.

Responsibilities

• Assess client needs and present options.
• Nurture client relationships after initial meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

CRM hygiene

Appointment scheduling

Note-taking

CRM system

Tools

CRM system

Job description

AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. You will handle admin duties like notes, appointments, and CRM hygiene from a home-based setup.

The role emphasizes a driven, trainable, dependable mindset with comfort on camera, and offers current tech stack familiarity plus performance-based advancement.