Remote - New Member Welcome 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

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.