Remote Client Associate Entry Level

AO Globe Life; Bluffton (SC); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Remote role

Flexible scheduling

Weekly pay

Renewal income opportunities

Equity opportunities and bonuses

Training and licensing support

Leadership advancement pathways

Purpose-driven culture

Job summary

AO Globe Life is seeking experienced professionals to join our fully virtual team, supporting union members and credit union clients nationwide. This opportunity offers flexible scheduling and ongoing career growth in a remote environment.

Responsibilities include conducting virtual benefit consultations, assessing client needs, and providing clear recommendations while maintaining compliant documentation. The role emphasizes training, development, and collaboration within a purpose-driven team.

Qualifications

• Experience in insurance, financial services, benefits advising, or client service strongly preferred.
• Strong communication and relationship-building skills.
• Self-motivated, organized, and comfortable working independently.
• Coachable and adaptable in a digital, remote-first environment.
• Authorized to work in the United States.

Responsibilities

• Conduct virtual benefit consultations with union and credit union members via Zoom.
• Assess each client’s needs and provide clear, customized recommendations.
• Explain policy options in a professional and straightforward manner.
• Maintain accurate documentation and ensure compliance standards are met.
• Participate in ongoing training, development, and team collaboration.

Skills

Insurance experience

Financial services

Client advising

Job description

AO Globe Life is seeking experienced professionals to join our fully virtual team, supporting union members and credit union clients nationwide. These individuals have requested information about coverage—there is no cold calling or unsolicited outreach required.

This opportunity is well-suited for professionals with a background in benefits, financial services, client advising, or consultative roles who are looking for purpose-driven work, flexible scheduling, and long-term career growth in a remote environment.

What You’ll Do

• Conduct virtual benefit consultations with union and credit union members via Zoom

• Assess each client’s needs and provide clear, customized recommendations

• Explain policy options in a professional and straightforward manner

• Maintain accurate documentation and ensure compliance standards are met

• Participate in ongoing training, development, and team collaboration

What We Offer

• 100% remote role with flexible scheduling

• Inbound client interest — no cold outreach

• Weekly performance-based pay

• Structured renewal income opportunities for long-term growth

• Equity opportunities and monthly/quarterly performance bonuses

• Comprehensive training and full licensing support

• Performance-based advancement pathways into leadership

• A team culture rooted in purpose, integrity, and professional development

Qualifications

• Experience in insurance, financial services, benefits advising, or client service strongly preferred

• Strong communication and relationship-building skills

• Self-motivated, organized, and comfortable working independently

• Coachable and adaptable in a digital, remote-first environment

• Authorized to work in the United States

• Reliable high-speed internet connection

• Windows-based laptop or PC with a working webcam

About AO Globe Life

AO Globe Life partners with labor unions, credit unions, and veteran organizations to provide personalized supplemental benefits to working families nationwide. As one of the leading providers in our space, we are committed to ethical service, long-term client relationships, and empowering our team members to build meaningful careers.