Client Success Representative

AIL•Portland, OR

2d•$90,000 - $119,981•Remote

About The Position

AO Globe Life is seeking a Client Success Representative to help families prepare for the future by reviewing clients’ coverage needs and explaining insurance products that can support their financial security. The role involves connecting with warm leads, scheduling virtual consultations, learning about clients’ goals, explaining life, supplemental health, and accident insurance, and providing professional follow-up while building lasting client relationships. Training, coaching, mentorship, licensing guidance, and ongoing professional development are provided; prior insurance experience is not required. This is a 100% remote, independent contractor opportunity with American Income Life / Globe Life. Compensation is commission-based and performance-driven, not hourly or salaried. Candidates must complete required training and virtual meetings, provide their own computer or laptop, webcam, reliable high-speed internet, and professional remote workspace, and obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities. Applicable pre-licensing coursework, examinations, and state licensing requirements are completed at the candidate’s expense. Specific licensing requirements, fees, compensation, and contractor terms may vary by state.

Requirements

Excellent communication skills.
Strong listening and relationship-building ability.
Detail-oriented and organized work style.
Proactive approach to solving problems.
Comfortable learning digital tools.
Ability to work independently while remaining engaged with the team.
At least 18 years of age and legally eligible to work in the United States.
Provide a computer or laptop, webcam, reliable high-speed internet, and professional remote workspace.
Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense.

Nice To Haves

No prior insurance experience is required; training and licensing guidance are provided.
Self-motivated and coachable.
Comfortable working independently.
Interested in a performance-based career with opportunities for professional growth and advancement.

Responsibilities

Work with warm client leads.
Schedule virtual consultations.
Learn about clients’ goals and coverage needs.
Explain available life, supplemental health, and accident insurance.
Provide professional follow-up to clients.
Build strong client relationships over time.
Complete required training and participate in virtual meetings.
Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities.