About The Position

AO | Globe Life is expanding its virtual team and seeking motivated, dependable, and people-focused individuals to join us as Remote Client Success Specialists. This entry-level online customer service opportunity allows you to work from home, help people, develop professional skills, and create opportunities for long-term career growth. You'll connect with individuals and families through scheduled virtual appointments, answer questions, explain available benefits, assist with enrollment, and provide continued client support. This role combines customer service, client success, benefits education, relationship building, and consultative insurance sales. No previous insurance experience is required, as structured training, licensing guidance, mentorship, and ongoing professional development are provided.

Requirements

  • Be at least 18 years of age
  • Be physically located within the United States
  • Be legally authorized to work in the United States
  • Have access to a reliable computer or laptop
  • Maintain reliable high-speed internet
  • Have webcam and microphone capability
  • Maintain a quiet, professional home workspace
  • Be comfortable using Zoom and web-based applications
  • Be comfortable communicating with clients through phone and video
  • Be willing to participate in required training
  • Be willing and able to obtain the appropriate state Life & Health Insurance License

Nice To Haves

  • Previous experience in Customer Service, Client Success, Member Services, Retail, Hospitality, Healthcare, Education, Administrative Support, Banking, Call Centers, Military Service, Client Relations, Recruiting, Account Management, Financial Services, Sales
  • Entry-level applicants
  • Recent graduates
  • Veterans
  • Career changers
  • Individuals returning to the workforce
  • Experienced customer-service professionals

Responsibilities

  • Meet with clients through scheduled Zoom and phone appointments
  • Welcome prospective clients and create a professional virtual experience
  • Connect with individuals and families interested in available benefits
  • Ask questions to understand client needs and priorities
  • Listen carefully to concerns and questions
  • Explain benefit and coverage information clearly
  • Help clients understand available options
  • Provide needs-focused recommendations once appropriately licensed
  • Assist eligible clients through applications and enrollment
  • Help complete applicable documentation
  • Assist with beneficiary information
  • Conduct applicable policy and benefit reviews
  • Provide consistent client follow-up
  • Respond professionally to service-related questions
  • Maintain accurate digital records
  • Build long-term relationships through communication and dependable service
  • Conduct virtual benefit consultations
  • Identify individual and family protection priorities
  • Explain available coverage features
  • Help clients compare available options
  • Answer questions in clear, understandable language
  • Provide personalized, needs-based recommendations
  • Guide eligible clients through applications
  • Assist with enrollment
  • Complete required documentation
  • Provide continued support after enrollment

Benefits

  • Comprehensive Training
  • Licensing Guidance
  • One-on-One Mentorship
  • Weekly Commission-Based Pay
  • Performance Bonuses & Incentives
  • Flexible Scheduling
  • Renewal & Residual Income Opportunities
  • Career & Leadership Advancement
  • Medical insurance reimbursement opportunities
  • Company-supported life insurance
  • Accidental Death Benefit coverage
  • Union representation where applicable
  • Professional coaching
  • Virtual business technology and resources
  • Performance bonuses
  • Achievement awards
  • Team recognition
  • Leadership conferences
  • Professional-development events
  • Company-sponsored incentive travel
  • Performance contests
  • Additional career-development opportunities
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