Client Success Representative

AIL; Sacramento (CA); Remote; USD 55,000 - 95,000; Full time

Benefits offered by this job

Remote work

Warm leads

Weekly pay

Training & mentorship

Medical premium reimbursement

Incentive programs

Union representation

Company stability

Job summary

American Income Life / Globe Life is seeking Financial Services Representatives to work remotely, educating clients on life, accident, and health insurance options. This commission-based role provides training, warm leads, mentorship, and ongoing support to build a sales career.

You will engage with clients via virtual appointments, explain products, and help them move forward with confidence while pursuing performance goals and continuous education.

Qualifications

• Strong communication and listening skills for client needs.
• Customer-focused mindset with ability to learn insurance options.
• Comfort with technology and remote collaboration.
• Detail-oriented with initiative and problem-solving ability.

Responsibilities

• Engage with prospective clients through virtual appointments.
• Establish rapport and identify client needs.
• Explain insurance products and coverage options.
• Provide responsive follow-up and ongoing support.
• Meet performance goals while maintaining a client-first approach.
• Participate in continuing education and team coaching.

Skills

Communication

Active listening

Customer service mindset

Tech proficiency

Attention to detail

Problem solving

Remote teamwork

Job description

Ready to build a career where your effort, communication, and service directly matter?

AO Globe Life is hiring Financial Services Representatives to support clients seeking life, accident, and supplemental health insurance. This remote opportunity gives you the training, tools, warm leads, and mentorship needed to begin building a successful sales career.

You will work directly with clients to understand their concerns, educate them on available options, and help them move forward with confidence.

Your Responsibilities

• Engage with prospective clients through virtual appointments
• Establish rapport and identify client needs
• Explain insurance products and coverage options
• Provide responsive follow-up and ongoing support
• Meet performance goals while maintaining a client-first approach
• Participate in continuing education and team coaching

Why Consider This Position?

• Work remotely
• Receive warm leads from day one
• Earn weekly with uncapped income potential
• Access robust training and digital resources
• Receive mentorship and daily coaching
• Qualify for medical premium reimbursement
• Participate in performance incentive programs
• Avoid overhead costs
• Join OPEIU Local 277 for union representation
• Grow with a stable company serving members and families for 70 years

Desired Skills

• Strong communication and listening skills
• Customer service mindset
• Confidence using technology
• Attention to detail
• Initiative and problem-solving ability
• Ability to work well in a remote team environment

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.