Work From Home - Client Follow-Up Specialist

AO Globe Life; Norwalk (CT); Remote; USD 45,000 - 65,000; 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 for Norwalk, CT to assess client needs, present options, and nurture relationships after the first meeting. You’ll handle administrative tasks including notes, appointments, and CRM hygiene while working from home.

This role emphasizes strong communication, reliability, and the ability to manage a remote workflow. Training is provided and performance-based advancement is part of the growth path.

Qualifications

• Experience with customer relationship management is beneficial.
• Ability to work remotely with discipline.
• Strong communication and organizational skills.

Responsibilities

• Assess needs and present options to clients.
• Maintain ongoing relationships after initial meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

CRM hygiene

Relationship building

Remote work

Tools

CRM software

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.