Client Support Associate
About The Company AO Globe Life is a distinguished organization dedicated to partnering with labor unions, credit unions, and veteran organizations across the United States to deliver personalized supplemental benefits to working families. Renowned for our commitment to ethical service and fostering long-term client relationships, we strive to empower our team members to build meaningful and sustainable careers. Our company values integrity, professional development, and a client-centric approach, making us a trusted leader in the benefits and financial services industry. As we continue to grow, we emphasize innovation, inclusivity, and a purpose-driven work environment that supports remote work and flexible scheduling. About The Role We are seeking experienced and motivated professionals to join our fully virtual team supporting union members and credit union clients nationwide. This role involves conducting virtual benefit consultations via Zoom, assessing client needs, and providing tailored recommendations to enhance their financial security. The ideal candidate will have a background in benefits, financial services, client advising, or related consultative roles, and will thrive in a remote setting that offers flexibility and opportunities for long-term growth. This position is designed for individuals who are self-motivated, organized, and possess excellent communication skills, with a focus on delivering exceptional service and building trust with clients. No cold calling or unsolicited outreach is involved, as all client interest is inbound, making this an ideal opportunity for professionals seeking purpose-driven work with a supportive team environment.
Qualifications
Experience in insurance, financial services, benefits advising, or client service (preferred) Strong communication and relationship-building skills Self-motivated, organized, and able to work independently Adaptable and coachable 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 functional webcam
Responsibilities
Conduct virtual benefit consultations with union and credit union members via Zoom Assess each client’s needs and provide clear, customized benefit recommendations Explain policy options in a professional and straightforward manner Maintain accurate documentation of client interactions and ensure compliance with company standards Participate in ongoing training, development sessions, and team collaboration efforts Stay updated on product offerings, industry regulations, and best practices Support long-term client relationships through consistent follow-up and service excellence Benefits 100% remote work environment with flexible scheduling options Inbound client interest—no cold outreach required Weekly performance-based pay with opportunities for bonuses Structured renewal income streams supporting long-term financial growth Equity opportunities and monthly/quarterly performance bonuses Comprehensive training programs and full licensing support Performance-based pathways into leadership roles A collaborative team culture emphasizing purpose, integrity, and professional development Equal Opportunity AO Globe Life is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, or veteran status.