Client Benefits Representative

AO Globe Life

Posted 3 months ago

Full Time

Sacramento, California

Fully Remote

Smart Summary

Responsibilities

Conduct scheduled virtual consultations via Zoom to explain benefit options and guide clients through the enrollment process. Maintain digital records and participate in ongoing training and team development calls.

Qualifications

You are a strong communicator who enjoys helping others and is comfortable working independently and conducting virtual meetings. You are motivated by growth and professional development, and while customer service experience is helpful, it is not required.

Must Have Skills for ATS

Zoom

Job Description

No prior industry experience? That’s okay. AO Globe Life provides comprehensive training to help you develop the skills needed to support individuals and families as they explore important supplemental benefit programs. This fully remote opportunity offers flexibility, structured mentorship, and a supportive team environment.

All client consultations are scheduled with individuals who have requested information—no cold outreach required.

What You’ll Gain

100% remote work environment from anywhere in the United States

Flexible scheduling designed to support work-life balance

Pre-qualified client consultations provided — no cold outreach required

Comprehensive training and licensing support

Monthly and quarterly performance bonuses

Equity opportunities for qualifying team members

Leadership development and advancement pathways

Collaborative, mission-driven team culture

What You’ll Do

Conduct scheduled virtual consultations with clients through Zoom

Explain available benefit options clearly and professionally

Guide clients through the enrollment process and provide follow-up support

Maintain organized digital records of client interactions

Participate in weekly training sessions and team development calls

Build positive relationships that support long-term client satisfaction

Who Thrives in This Role

Strong communicators who enjoy helping others

Organized professionals comfortable working independently

Individuals confident conducting meetings through video platforms

Candidates motivated by growth and professional development

Customer service or client-facing experience is helpful but not required

Requirements

Authorized to work in the United States

Reliable internet connection

Windows-based laptop or desktop computer with webcam

About AO Globe Life

For more than 70 years, AO Globe Life has provided supplemental benefits to working-class families across the United States. The organization proudly serves union members, veterans, credit unions, and associations by helping families access financial protection and peace of mind.

With a growing remote-first workforce and a strong culture of mentorship and professional development, AO Globe Life continues to create meaningful career opportunities for individuals who want to make a real impact.

Apply today to start building a flexible remote career that combines purpose, growth, and opportunity.

AO Globe Life

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