About The Position

AO | Globe Life is expanding its virtual team and seeking motivated, dependable, and people-focused professionals to join us as Remote Client Success Specialists. You'll connect with individuals and families through scheduled virtual appointments, answer questions, explain available benefits, assist with enrollment, and provide ongoing client support. This opportunity combines customer service, client relationship management, benefits education, and consultative insurance sales. No previous insurance experience is required. We provide comprehensive training, mentorship, and licensing guidance to help you get started.

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 workspace
  • Be comfortable communicating through Zoom and phone
  • 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, retail, hospitality, healthcare, education, administration, banking, call centers, military service, client relations, financial services, recruiting, or sales can be helpful—but is not required.

Responsibilities

  • Meet with prospective and existing clients through scheduled Zoom and phone appointments
  • Connect with individuals and families interested in learning about available benefits
  • Listen to client needs, priorities, and concerns
  • Answer questions clearly, professionally, and promptly
  • Provide personalized guidance based on individual needs
  • Build positive, long-term client relationships
  • Provide ongoing follow-up and customer service
  • Maintain accurate digital records and documentation
  • Manage appointments, schedules, and follow-up activities efficiently
  • Conduct virtual benefit consultations
  • Explain life, accident, and supplemental health insurance options
  • Review available coverage with clients
  • Help clients identify their individual and family protection needs
  • Provide needs-based recommendations
  • Assist with applications and enrollment
  • Conduct applicable policy and benefit reviews
  • Assist with beneficiary updates and service requests
  • Provide ongoing support after enrollment
  • Connect with qualified client opportunities, including individuals and families interested in learning more about available benefits.

Benefits

  • Medical insurance reimbursement opportunities
  • Company-supported life insurance
  • Accidental Death Benefit coverage
  • Union representation and professional support
  • Renewal and residual income opportunities
  • Professional coaching and mentorship
  • Leadership development programs
  • Virtual technology and business resources
  • Company-sponsored incentive travel
  • Leadership conferences
  • Professional development events
  • Team-building experiences
  • Performance contests and awards
  • Recognition programs
  • Additional leadership opportunities
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