Fully Virtual Entry Level CSR Rep

AO Globe Life; Fort Mill (SC); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Fully remote work

Flexible scheduling

Paid training and licensing

Performance-based weekly pay

Bonuses and renewal income

Career advancement

Collaborative team culture

Job summary

AO Globe Life is actively seeking professionals to support credit union members through fully remote, scheduled virtual consultations. You will assess client needs and explain available benefit options with clarity, guiding enrollment with professionalism.

Comprehensive training and licensing support are provided, enabling growth within a supportive, team-oriented environment. This remote role emphasizes flexibility, ongoing development, and opportunities for mentorship and advancement.

Qualifications

• Excellent communication and listening skills.
• Comfort with virtual consultations and client advisement.
• Familiarity with Zoom and cloud-based tools for scheduling and follow-up.

Responsibilities

• Conduct scheduled virtual consultations with credit union members via Zoom.
• Assess client needs and explain benefit options clearly and compassionately.
• Guide individuals and families through enrollment with professionalism.
• Maintain accurate digital records and ensure regulatory compliance.
• Provide responsive follow-up and ongoing client support.
• Participate in team training, mentorship, and professional development.

Skills

Communication skills

Self-motivated

Organization

Zoom proficiency

Cloud tools

Coaching

Customer service

Sales experience

Tools

Zoom

Email

CRM

Job description

AO Globe Life is hiring professionals to work with credit union members who are already connected with our organization and seeking guidance on available benefit programs. This fully remote opportunity offers flexibility, professional development, and the ability to help individuals and families access important coverage options that support their financial security.

Comprehensive training and licensing support are provided, making this an excellent opportunity for individuals beginning a new career or expanding their experience in client services.

Key Responsibilities

• Conduct scheduled virtual consultations with credit union members through Zoom

• Assess client needs and explain available benefit options in a clear and approachable way

• Guide individuals and families through the enrollment process with professionalism

• Maintain accurate digital records and ensure compliance with industry standards

• Provide responsive follow-up communication and ongoing client support

• Participate in team training sessions, mentorship programs, and professional development opportunities

What We Offer

• Fully remote work environment available throughout the United States

• Flexible scheduling that supports work–life balance

• Pre-qualified client consultations provided—no cold outreach required

• Paid training and full licensing support

• Weekly compensation through a performance-based structure

• Performance bonuses and long-term renewal income opportunities

• Career advancement pathways into mentorship and leadership roles

• A collaborative team culture focused on recognition and support

You May Thrive in This Environment If You

• Have strong communication skills and enjoy helping others

• Are self-motivated, organized, and able to manage your schedule independently

• Feel comfortable using Zoom, email, and cloud-based tools

• Are interested in making a meaningful impact through your work

• Are open to coaching and eager to grow professionally

• Have experience in customer service, client advising, or sales (helpful but not required)

Requirements

• Authorized to work in the United States

• Reliable internet connection

• Windows-based laptop or desktop computer with webcam capability

About AO Globe Life

AO Globe Life is a mission-driven organization that provides supplemental benefits to working-class families across the United States. The organization proudly serves credit unions, labor unions, and veterans through personalized virtual consultations. With more than 70 years of experience, AO Globe Life continues to offer stability, purpose, and career growth through a remote-first workforce.