CSR Member Services Consultant

AO Globe Life

Posted 3 months ago

Full Time

Richmond, Virginia

Fully Remote

Smart Summary

Responsibilities

Conduct virtual consultations with credit union members to assess needs and explain available benefit programs. Guide clients through the enrollment process while maintaining accurate digital records and providing ongoing support.

Qualifications

You are a self-motivated and organized individual with strong communication skills, comfortable using virtual tools like Zoom for client consultations. You have the ability to manage your schedule independently and are eager to grow professionally while making a meaningful impact.

Must Have Skills for ATS

Zoom

email

cloud-based tools

Job Description

AO Globe Life is hiring professionals to work with credit union members who are already connected with our organization and seeking guidance on available benefit programs. This fully remote opportunity offers flexibility, professional development, and the ability to help individuals and families access important coverage options that support their financial security.

Comprehensive training and licensing support are provided, making this an excellent opportunity for individuals beginning a new career or expanding their experience in client services.


Key Responsibilities

  • Conduct scheduled virtual consultations with credit union members through Zoom

  • Assess client needs and explain available benefit options in a clear and approachable way

  • Guide individuals and families through the enrollment process with professionalism

  • Maintain accurate digital records and ensure compliance with industry standards

  • Provide responsive follow-up communication and ongoing client support

  • Participate in team training sessions, mentorship programs, and professional development opportunities


What We Offer

  • Fully remote work environment available throughout the United States

  • Flexible scheduling that supports work–life balance

  • Pre-qualified client consultations provided—no cold outreach required

  • Paid training and full licensing support

  • Weekly compensation through a performance-based structure

  • Performance bonuses and long-term renewal income opportunities

  • Career advancement pathways into mentorship and leadership roles

  • A collaborative team culture focused on recognition and support


You May Thrive in This Environment If You

  • Have strong communication skills and enjoy helping others

  • Are self-motivated, organized, and able to manage your schedule independently

  • Feel comfortable using Zoom, email, and cloud-based tools

  • Are interested in making a meaningful impact through your work

  • Are open to coaching and eager to grow professionally

  • Have experience in customer service, client advising, or sales (helpful but not required)


Requirements

  • 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 is a mission-driven organization that provides supplemental benefits to working-class families across the United States. The organization proudly serves credit unions, labor unions, and veterans through personalized virtual consultations. With more than 70 years of experience, AO Globe Life continues to offer stability, purpose, and career growth through a remote-first workforce.


Apply Today

If you are ready to begin a flexible, people-focused career where your work creates real impact, we encourage you to apply and explore joining AO Globe Life.

AO Globe Life

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