Client Benefits Advisor

AO Globe Life

Posted 3 months ago

Full Time

Fort Worth, Texas

Fully Remote

Smart Summary

Responsibilities

Conduct virtual consultations via Zoom to assess client needs and present personalized life and supplemental benefit options. Educate clients on policy features and guide them through the enrollment process while maintaining digital records.

Qualifications

You are a service-minded professional passionate about helping individuals and families secure their financial futures. You possess confidence in virtual communication, a goal-driven mindset, and strong organizational skills for a remote work environment.

Must Have Skills for ATS

Zoom

Salesforce

Job Description

AO Globe Life is seeking ambitious, service-minded professionals who want to build meaningful careers while helping individuals and families protect their financial futures. This fully remote opportunity is designed for people who are passionate about helping others, motivated by personal growth, and interested in developing their careers in a supportive, performance-driven environment.

No prior industry experience is required. We hire for attitude and provide the training, mentorship, and systems needed to help you succeed.


Key Responsibilities

  • Meet virtually with clients through scheduled Zoom consultations

  • Assess client needs and present personalized life, accident, and supplemental benefit options

  • Educate clients on available policy features and guide them through the enrollment process

  • Maintain accurate and organized digital records of client interactions

  • Collaborate with team members to share best practices and support a results-focused culture

  • Participate in weekly training sessions, team meetings, and leadership development programs


Ideal Candidate Profile

Successful candidates typically demonstrate:

  • Confidence communicating and building rapport in virtual environments

  • Goal-driven mindset with strong motivation for personal and professional growth

  • Strong listening skills and ability to understand client needs

  • Organization, independence, and time-management skills in a remote setting

  • Positive attitude and openness to coaching and feedback


What We Offer

Fully Remote Work Environment
Work from anywhere in the United States with schedule flexibility.

Pre-Qualified Client Consultations
All client meetings are scheduled in advance—no cold outreach required.

Training and Licensing Support
Comprehensive onboarding and assistance with required licensing.

Mentorship and Leadership Development
Guidance from experienced team leaders and clear advancement pathways.

Weekly Compensation with Long-Term Income Potential
Performance-based earnings with additional renewal opportunities.

Collaborative Team Culture
A supportive environment focused on growth, service, and shared success.

Purpose-Driven Work
Make a direct impact by helping families access important financial protection.


Requirements

  • Must be authorized to work in the United States

  • Reliable internet connection

  • Windows-based laptop or desktop computer with webcam capability


About AO Globe Life

AO Globe Life partners with labor unions, credit unions, and veteran organizations to provide supplemental benefits to working-class families across the United States. With more than 70 years of service and a growing remote workforce, the organization continues to offer meaningful careers built on mentorship, flexibility, and long-term growth.


Apply Today

If you are ready to build a career that combines purpose, flexibility, and performance, we encourage you to apply and explore joining AO Globe Life.

AO Globe Life

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