CSR Member Benefits Consultant

AO Globe Life

Posted 3 months ago

Full Time

Sacramento, California

Fully Remote

Smart Summary

Responsibilities

Conduct scheduled virtual consultations via Zoom to present supplemental benefit options to individuals and families. Guide clients through the enrollment process while maintaining accurate digital records and compliance standards.

Qualifications

You are a self-motivated and organized professional with strong communication skills, comfortable presenting information via video consultations. You should enjoy helping others and be comfortable using digital tools and cloud-based systems.

Must Have Skills for ATS

Zoom

Windows

Job Description

AO Globe Life is expanding its remote team and seeking motivated professionals who want to build meaningful careers while helping individuals and families understand important supplemental benefit programs. This opportunity offers flexibility, structured training, and a supportive team environment designed to help you grow professionally.

All client consultations are scheduled with individuals who have requested information—no cold outreach or prospecting 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

Health insurance premium reimbursement program

Clear advancement opportunities into leadership roles

Collaborative, growth-focused team culture

What You’ll Do

Conduct scheduled virtual consultations with individuals and families through Zoom

Understand client needs and present appropriate benefit options

Guide clients through the enrollment process with professionalism and clarity

Maintain accurate digital records and ensure compliance with company standards

Participate in weekly training sessions, team meetings, and coaching calls

Collaborate with colleagues to share best practices and achieve team goals

Who Thrives in This Role

Strong communicators comfortable presenting information through video meetings

Self-motivated professionals who work well independently

Organized individuals comfortable using digital tools and cloud-based systems

Service-oriented candidates who enjoy helping others

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 partnered with labor unions, credit unions, and veteran organizations to provide supplemental benefits that help protect working families across the United States.

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

Apply today to begin building a flexible remote career helping families nationwide.

AO Globe Life

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