Remote Team Lead - Client Services

AO Globe Life; South Jordan (UT); Remote; USD 45,000 - 75,000; 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 motivated virtual consultant to join our team in the United States. In this role you will assess client needs, teach options, and stay engaged after the first meeting. You will also manage essential admin tasks like notes, appointments, and CRM hygiene, all from home.

The seat includes comprehensive training, a qualified-interest pipeline, and opportunities for performance-based advancement. Interviews on Zoom are part of the process.

Qualifications

• Customer-facing communication skills.
• Comfortable on camera and presenting options.
• Experience with Zoom and video calls is a plus.
• Ability to consistently update notes and manage CRM hygiene.

Responsibilities

• Assess client needs, teach options, and guide decisions.
• Nurture relationships after the first meeting and maintain CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

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.

Interviews on Zoom.