Remote Virtual Client Advocate & Relationship Consultant

AO Garcia Agency; Decatur (AL); Remote; USD 55,000 - 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 who can assess client needs, present options, and maintain the relationship after the initial meeting. You’ll guide prospects through choices and own the next steps, all from a remote setting.

Responsibilities include updating notes, scheduling appointments, and maintaining CRM hygiene, while training is provided to ensure you’re set up for success in a performance-driven environment.

Qualifications

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Responsibilities

• Assess needs and teach options to clients and stay in the relationship after the first meeting.
• Maintain CRM hygiene, take notes, and schedule appointments as part of weekly routines.

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

Job description

AO Globe Life is seeking a virtual consultant who can assess client needs, present options, and maintain the relationship after the initial meeting. You’ll guide prospects through choices and own the next steps, all from a remote setting.

Responsibilities include updating notes, scheduling appointments, and maintaining CRM hygiene, while training is provided to ensure you’re set up for success in a performance-driven environment.