Virtual Client Services Associate

AO Globe Life; Palmer (AK); Remote; USD 50,000 - 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 virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM data clean, all while working remotely.

Interviews are conducted on Zoom. The position includes full training and access to a current tech stack, with opportunities for performance-based advancement.

Responsibilities

• Assess client needs and present suitable options to prospects.
• Maintain client relationship after the first meeting.
• Handle administrative tasks: notes, appointments and CRM hygiene.

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.