Remote Client Solutions Specialist

Triwill Group; United States; Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Remote work

Flexible scheduling

Licensing support

Bonuses

Renewals income

Leadership opportunities

Team culture

Job summary

AO Globe Life is expanding its remote team to support individuals and families across the United States. The role involves conducting virtual consultations, assessing needs, and guiding clients through enrollment with ongoing follow-up.

The position offers a 100% remote environment, flexible scheduling, licensing support, and potential for leadership advancement within a collaborative, growth-focused team.

Qualifications

• Excellent written and verbal communication skills.
• Organized, self-motivated, able to work independently.
• Comfortable using Zoom and digital tools for virtual meetings.
• Service-oriented with a client-first mindset.
• Experience in client-facing, consultative, or leadership roles preferred.

Responsibilities

• Conduct virtual consultations via Zoom.
• Assess client needs and recommend solutions.
• Support clients through enrollment and follow-up.
• Maintain accurate records and documentation.
• Participate in training, coaching, and team development sessions.

Skills

Strong communication

Interpersonal skills

Independent

Client-facing experience

Confident using Zoom

Tools

Zoom

Digital tools

Job description

AO Globe Life is expanding its remote team to support individuals and families across the United States. The role involves conducting virtual consultations, assessing needs, and guiding clients through enrollment with ongoing follow-up.

The position offers a 100% remote environment, flexible scheduling, licensing support, and potential for leadership advancement within a collaborative, growth-focused team.