Remote Virtual Client Liaison & Relationship Consultant

AO Garcia Agency; Rawlins (WY); Remote; USD 50,000 - 80,000; 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 seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. You’ll provide clear guidance, tailor solutions, and help clients move forward with confidence.

The role emphasizes hands-on admin, CRM hygiene, meeting notes, scheduling, and working from home with a supportive training program and upfront tools. Strong communication and reliability are essential.

Qualifications

• No formal degree required; candidates should demonstrate reliability and communication skills.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable with a camera

Competitive mindset

Job description

AO Globe Life seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. You’ll provide clear guidance, tailor solutions, and help clients move forward with confidence.

The role emphasizes hands-on admin, CRM hygiene, meeting notes, scheduling, and working from home with a supportive training program and upfront tools. Strong communication and reliability are essential.