Benefit Agent Entry Level

AO Globe Life; San Francisco (CA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

100% remote work

Flexible scheduling

Pre-qualified client consultations

Training and licensing support

Weekly direct deposit

Monthly and quarterly bonuses

Equity opportunities

Advancement pathways

Mentorship and leadership development

Collaborative team culture

Job summary

AO Globe Life is expanding its remote workforce and offering a flexible career helping individuals and families understand supplemental benefit programs. All consultations are scheduled with clients who have requested information—no cold outreach.

You will conduct scheduled virtual consultations via Zoom, guide clients through applications, and receive training, licensing support, and ongoing development in a collaborative team environment. Requires reliable internet and US work authorization.

Qualifications

• Authorized to work in the United States.
• Reliable internet connection.
• Windows-based laptop or desktop with webcam.

Responsibilities

• Conduct scheduled virtual consultations with clients through Zoom
• Listen to understand client needs and priorities
• Explain benefit options clearly and professionally
• Guide clients through application and enrollment process
• Provide follow-up support for a smooth client experience
• Participate in team meetings and ongoing training
• Collaborate with colleagues to improve service and outcomes

Skills

Customer service

Communication

Virtual consultations

Zoom proficiency

Tools

Zoom

Job description

AO Globe Life is expanding its remote workforce and seeking motivated professionals who want a flexible career helping individuals and families understand important supplemental benefit programs. This opportunity offers meaningful work, professional development, and a supportive team culture designed for long-term success.

All consultations are scheduled with individuals who have requested information—no cold outreach, prospecting, or door-to-door activity required.

What You’ll Gain

100% remote work environment from anywhere in the United States

Flexible scheduling that supports work-life balance

Pre-qualified client consultations provided — no cold outreach required

Comprehensive training and licensing support

Weekly direct deposit

Monthly and quarterly performance bonuses

Equity opportunities for qualifying team members

Clear advancement pathways into mentorship and leadership roles

Collaborative team culture focused on growth and professional development

What You’ll Do

Conduct scheduled virtual consultations with clients through Zoom

Listen carefully to understand each client’s needs and priorities

Explain available benefit options in a clear and professional manner

Guide individuals and families through the application and enrollment process

Provide follow-up support to ensure a smooth and positive client experience

Participate in team meetings, development sessions, and ongoing training

Collaborate with colleagues to strengthen service and client outcomes

Who Thrives in This Role

Confident communicators who are comfortable in virtual conversations

Organized professionals who work well independently

Service-minded individuals who enjoy helping others

Detail-oriented candidates who follow through on commitments

Individuals comfortable using Zoom and basic digital tools

Customer service or client-facing experience is helpful but not required

Requirements

Authorized to work in the United States

Reliable internet connection

Windows-based laptop or desktop computer with webcam

About AO Globe Life

For more than 70 years, AO Globe Life has partnered with labor unions, credit unions, and veteran organizations to deliver supplemental benefits that help protect working families across the United States.

With a remote-first workforce and a strong commitment to mentorship and professional development, AO Globe Life continues to offer meaningful career opportunities for individuals who want to make a lasting impact.