Virtual Client Advisor & Relationship Specialist

AO Garcia Agency; Bixby (OK); Remote; USD 52,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Performance-based advancement

Job summary

AO Globe Life is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene to support seamless client management.

The position offers remote work with a focus on driven, trainable, and dependable professionals who are comfortable on camera and in a competitive environment.

Qualifications

• Strong ability to identify and understand client needs.
• Excellent communication and rapport-building skills.

Responsibilities

• Assess client needs, present options, and guide decisions; maintain relationship after initial meeting.
• Handle administrative tasks: take notes, schedule appointments, and keep CRM hygiene up to date.

Skills

Relationship management

Active listening

Needs assessment

Job description

AO Globe Life is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene to support seamless client management.

The position offers remote work with a focus on driven, trainable, and dependable professionals who are comfortable on camera and in a competitive environment.