Remote Insurance Success Consultant

AO Globe Life; Sacramento (CA); Remote; USD 27,000 - 82,000; Full time

Benefits offered by this job

Remote role

Weekly paychecks

Unlimited earning potential

Medical insurance premium reimbursed

Online training resources

Daily mentorship and leadership

Performance incentives

No business overhead

Union representation

Job summary

AO Globe Life is seeking a Client Success Consultant to educate and support individuals and families evaluating life, accident, and supplemental health coverage. This 100% remote role offers warm leads, structured training, and a performance-based career path.

You will meet with clients virtually, conduct needs-based discussions, explain available benefits, and provide professional guidance while maintaining accurate records and ongoing follow-up for a positive client experience.

Qualifications

• Excellent written, verbal, and listening skills.
• Professional and client-centered communication style.
• Strong attention to detail and organization.
• Comfortable using online systems and virtual platforms.
• Dependable, coachable, and goal-oriented.
• Ability to work independently while remaining engaged with a team.

Responsibilities

• Connect with prospective clients through provided warm leads.
• Schedule virtual client appointments.
• Conduct needs-based coverage discussions.
• Educate clients about insurance products and available benefits.
• Answer questions and provide professional guidance.
• Follow up with clients to maintain a positive experience.
• Maintain accurate records and client documentation.
• Attend training, coaching, and team meetings.

Skills

Written & verbal skills

Client-centered communication

Attention to detail

Online systems proficiency

Independence with team engagement

Coachability & goal orientation

Tools

Virtual platforms

Job description

AO Globe Life is seeking a Client Success Consultant to educate and support individuals and families evaluating life, accident, and supplemental health coverage. This 100% remote role offers warm leads, structured training, and a performance-based career path.

You will meet with clients virtually, conduct needs-based discussions, explain available benefits, and provide professional guidance while maintaining accurate records and ongoing follow-up for a positive client experience.