Virtual Customer Benefits Advisor | Training Provided
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Benefits offered by this job
Job summary
AO American Income Division is seeking Remote Client Success Specialists to help families understand benefits, enroll clients, and deliver ongoing service from home. You will participate in virtual trainings, mentored growth, and a supportive remote team as you build relationships with clients.
This 100% remote opportunity emphasizes training, mentorship, and professional development while offering a path to leadership within Globe Life family companies.
Qualifications
- Strong communication and active listening are essential.
- Customer service mindset and ability to build relationships.
- Self-motivated, coachable, and able to work independently.
Responsibilities
- Meet with clients via Zoom and phone consultations.
- Welcome and onboard new clients.
- Explain benefits and enrollment options clearly.
- Guide clients through enrollment and service processes.
- Maintain accurate records and comply with policies.
Skills
Job description
Virtual Customer Benefits Advisor - Training Provided
Company:AO (American Income Division)
Work Arrangement:100% Remote (U.S. Residents Only)
Are you passionate about helping others while building a rewarding career from home?
AO is seeking motivated, service-oriented professionals to join our growing team as Remote Client Success Specialists. This fully remote opportunity is ideal for individuals who enjoy building relationships, solving problems, and delivering exceptional client experiences while developing professionally in a supportive, mentorship-driven environment.
Whether you're beginning a new career or bringing experience in customer service, sales, healthcare, education, or hospitality, we provide the training, mentorship, and tools you need to succeed.
No prior insurance experience is required. Comprehensive training and ongoing support are provided.
For more than 70 years, AO has proudly served working families by providing supplemental life, accident, and health benefits to members of labor unions, credit unions, associations, veterans, and their families.
As part of the Globe Lifefamily of companies, we are committed to developing future leaders through mentorship, professional development, and performance-based advancement.
As a Remote Client Success Specialist, you'll work directly with clients through scheduled Zoom and phone appointments, helping them understand available benefits, complete enrollments, and receive exceptional ongoing service.
This role combines customer service, relationship management, and professional growth in a collaborative remote environment.
- Meet with clients through Zoom and phone consultations
- Welcome and onboard new clients
- Explain available benefit and coverage options clearly and professionally
- Guide clients through enrollment and application processes
- Respond promptly to client questions and service requests
- Assist clients with policy reviews, updates, and ongoing support
- Build long-term client relationships through outstanding service
- Maintain regular follow-up communication
- Deliver personalized solutions based on client needs
- Maintain accurate records while ensuring compliance with company policies and industry regulations
- Participate in virtual training and mentorship programs
- Strengthen communication, leadership, and client service skills
- Collaborate with a supportive remote team
- Pursue continuous learning and career advancement opportunities
- Work from anywhere within the United States
- Flexible work-from-home environment
- No commuting
- Modern virtual collaboration tools
- Company-provided qualified leads
- Focus on client service and relationship building
- No cold calling required
- Weekly performance-based compensation
- Performance bonuses
- Residual income opportunities
- Leadership advancement opportunities
Compensation is performance-based and varies according to individual production and results.
- Structured onboarding
- Weekly virtual workshops
- One-on-one coaching
- Leadership development programs
- Promotion from within
- Medical reimbursement program for qualifying representatives
- Company-supported life insurance
- Union-supported work environment
- Leadership conferences and development events
- Incentive travel opportunities for qualifying team members
- Performance recognition programs
Successful candidates typically demonstrate:
- Excellent communication and active listening skills
- Strong customer service mindset
- Self-motivation and accountability
- Problem-solving and critical-thinking abilities
- Strong organizational and time-management skills
- Professionalism and integrity
- Ability to work independently while collaborating remotely
- Basic computer proficiency and comfort using virtual communication platforms
- Positive attitude and willingness to learn
Experience in any of the following areas is beneficial but not required:
- Customer Service
- Client Success
- Sales
- Retail
- Hospitality
- Healthcare
- Education
- Financial Services
- Business Development
We value coachability, professionalism, and a commitment to helping others. Full training and mentorship are provided.
- Must be at least 18 years of age
- Must be legally authorized to work in the United States
- Must be physically located within the United States
- Ability to obtain any required state insurance licensing (guidance provided)
- Computer or laptop
- Reliable high-speed internet connection
- Webcam and microphone capability
- Quiet, professional workspace
Qualified candidates will complete a brief career overview before scheduling a live Zoom interview with our hiring team.
All interviews are conducted virtually through Zoom for convenience and accessibility.
If you're looking for a flexible remote opportunity where you can help families, grow professionally, and build long-term success, we'd love to hear from you.
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.
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