Remote Position
[Remote] Client Success Consultant
🌍 Remote · United States
💼 Full-time
Note: The job is a remote job and is open to candidates in USA. AO Globe Life is hiring a remote Client Success Consultant to help members understand life, accident, and supplemental benefit options. The role supports members through recommendations, applications and enrollment, policy-related service, and ongoing assistance.
Responsibilities
- Meet with members virtually through Zoom and phone appointments
- Connect with individuals from our provided member database
- Identify each member's needs, priorities, and concerns
- Explain available life, accident, and supplemental benefit options
- Answer questions clearly and professionally
- Recommend appropriate coverage solutions based on individual needs
- Guide eligible members through applications and enrollment
- Maintain communication throughout the application process
- Conduct policy reviews and assist with beneficiary updates
- Provide ongoing customer service after coverage is established
- Assist members with policy-related questions and claims guidance
- Maintain accurate digital records and documentation
- Follow applicable company procedures, state regulations, and ethical standards
Skills
- Friendly, professional, and comfortable speaking with people
- An effective verbal and written communicator
- Customer-focused and passionate about helping others
- A strong listener and problem solver
- Self-motivated and dependable
- Organized and detail-oriented
- Comfortable using computers and virtual technology
- Able to manage your time effectively while working from home
- Goal-oriented and motivated by performance
- Comfortable working independently and with a team
- Coachable and receptive to constructive feedback
- Interested in professional and financial growth
- Experience in customer service, retail, hospitality, healthcare, banking, call centers, administration, military service, financial services, account management, or sales
- Sales or insurance experience is helpful—but not required
- Be at least 18 years old
- Be legally authorized to work in the United States
- Be willing and able to obtain the appropriate state Life & Health Insurance License before conducting licensed activities
- Be at least 18 years of age and legally eligible to work in the United States
- Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
- Self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement
Benefits
- Warm member leads provided
- Weekly commission payments
- Performance-based bonuses
- Uncapped personal production potential
- Renewal and residual income opportunities
- Leadership compensation opportunities
- Performance incentives and recognition
- 100% remote / work from home
- Training, mentorship, licensing guidance, and ongoing professional development
- Qualifying representatives may have access to health insurance premium reimbursement
- Qualifying representatives may have access to company-supported life insurance
- Qualifying representatives may have access to Accidental Death Benefit coverage
- Qualifying representatives may have access to OPEIU Local 277 representation
- Qualifying representatives may have access to professional mentorship and coaching
- Qualifying representatives may have access to leadership development programs
- Qualifying representatives may have access to virtual business tools and resources
- Strong performance may create opportunities to qualify for agent recognition programs
- Strong performance may create opportunities to qualify for company-sponsored incentive travel
- Strong performance may create opportunities to qualify for leadership conferences and conventions
- Strong performance may create opportunities to qualify for achievement awards
- Strong performance may create opportunities to qualify for team recognition
- Strong performance may create opportunities to qualify for professional development opportunities
- Strong performance may create opportunities to qualify for additional performance-based rewards
Company Overview