Virtual Client Advisor | Relationship-Driven Support

AO Garcia Agency; Bentonville (AR); Remote; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Zusammenfassung

AO Globe Life is seeking a virtual consultant to assess client needs, present suitable options, and maintain ongoing relationships after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM data clean and up to date.

You will operate in a remote setup with full training and opportunities for advancement based on performance, while leveraging the current tech stack to support interactions with clients.

Aufgaben

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Kenntnisse

Driven

Trainable

Dependable

Camera-friendly

Competitive

Jobbeschreibung

AO Globe Life is seeking a virtual consultant to assess client needs, present suitable options, and maintain ongoing relationships after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM data clean and up to date.

You will operate in a remote setup with full training and opportunities for advancement based on performance, while leveraging the current tech stack to support interactions with clients.