Client Success Representative

AIL; Billings (MT); Remote; USD 30,000 - 60,000; Part time

Benefits offered by this job

Training program

Licensing guidance

Remote work

Job summary

AO Globe Life is seeking motivated professionals to join a fully remote team helping families across the United States. The role focuses on guiding clients through benefit programs, explaining enrollment steps, and delivering dependable service from home.

You will conduct scheduled virtual consultations, identify client needs, and maintain detailed records. Training, mentorship, and ongoing development are provided, with emphasis on independence and strong client relationships.

Qualifications

• Strong verbal communication and interpersonal skills.
• Organized, dependable, and comfortable working independently in a remote environment.
• Confidence using video conferencing platforms and digital tools.
• Motivated by service-oriented, purpose-driven work.
• Customer service, sales, or client relations experience is helpful but not required.

Responsibilities

• Conduct scheduled virtual consultations with clients using Zoom
• Identify client needs and guide them through available benefit options
• Explain coverage details and enrollment steps clearly and professionally
• Maintain accurate digital records and manage follow-up communication
• Provide exceptional client service while building long-term relationships
• Participate in ongoing training sessions and team meetings to strengthen skills

Skills

Verbal communication

Organization

Video conferencing

Motivated by service

Customer service experience (helpful)

Job description

Fully Remote Entry Level

AO Globe Life is seeking motivated professionals to join our remote team in a client-focused role supporting families and individuals across the United States. In this opportunity, you will help clients understand and access important benefit programs while building meaningful relationships and providing dependable service.

This fully remote position offers flexible scheduling, structured training, and pre-interested client consultations—no cold outreach or door-to-door sales required. If you enjoy helping others, communicating clearly, and working independently, this role provides a strong path toward a meaningful long-term career from home.

Key Responsibilities

• Conduct scheduled virtual consultations with clients using Zoom

• Identify client needs and guide them through available benefit options

• Explain coverage details and enrollment steps clearly and professionally

• Maintain accurate digital records and manage follow-up communication

• Provide exceptional client service while building long-term relationships

• Participate in ongoing training sessions and team meetings to strengthen skills

Qualifications

• Strong verbal communication and interpersonal skills

• Organized, dependable, and comfortable working independently in a remote environment

• Confidence using video conferencing platforms and digital tools

• Motivated by service-oriented, purpose-driven work

• Customer service, sales, or client relations experience is helpful but not required

Requirements

• Must be physically located and authorized to work in the United States

• Reliable internet connection

• Windows-based laptop or desktop computer with webcam

Training and Support

AO Globe Life provides comprehensive onboarding to ensure every team member begins with a strong foundation. Training includes product education, compliance standards, and effective client communication strategies. Weekly virtual training sessions and mentorship opportunities help team members strengthen leadership, service, and relationship-building skills.

Our structure emphasizes collaboration, growth, and accountability, with experienced leaders available to support your professional development.

What You Can Expect

At AO Globe Life, you can build your career while working remotely from anywhere in the United States. The environment combines independence with strong team support, allowing you to manage your schedule while maintaining clear goals and team connection.

Team members have opportunities for long-term career growth through continued learning, advancement pathways, and leadership responsibilities over time.

Who Succeeds in This Role

• Communicative and empathetic individuals who value professionalism and service

• Organized professionals capable of managing responsibilities in a remote setting

• Growth-oriented individuals committed to continuous learning

• Team players who collaborate effectively while working independently

About AO Globe Life

For more than 70 years, AO Globe Life has provided supplemental benefits to working-class families across the United States. The organization proudly serves union members, credit unions, and veterans, offering financial protection programs designed to help families prepare for the unexpected.

As a remote-first company, AO Globe Life focuses on service, stability, and opportunity—empowering team members to grow professionally while helping families nationwide protect what matters most.

Important Information About This Opportunity

This is a 100% remote, independent contractor opportunity with American Income Life / Globe Life. Compensation is commission-based and performance-driven; this is not an hourly or salaried position.

Candidates selected to move forward should be prepared to:

Be at least 18 years of age and legally eligible to work in the United States
Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
Complete required training and participate in virtual meetings
Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense

No prior insurance experience is required. Training, mentorship, licensing guidance, and ongoing professional development are provided.

This opportunity is best suited for individuals who are self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement.

American Income Life / Globe Life is committed to providing equal opportunity without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other characteristics protected by applicable law.

Specific licensing requirements, fees, compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process.