CSR Benefits Agent

AO Globe Life

Posted 3 months ago

Full Time

Charlotte, North Carolina

Fully Remote

Smart Summary

Responsibilities

Conduct virtual consultations via Zoom to present supplemental benefit options to clients. Assist clients through the enrollment process and maintain detailed digital records.

Qualifications

You have experience in customer service or client-facing roles and are comfortable using digital tools like Zoom and CRM systems. You are self-motivated, possess strong communication and relationship-building skills, and are eager to learn and grow within a supportive remote environment.

Must Have Skills for ATS

Zoom

CRM systems

Job Description

AO Globe Life is hiring Benefits Consultants for a fully remote role focused on guiding clients through supplemental benefit options via virtual consultations. Client appointments are requested in advance—there is no cold calling or outbound prospecting required.

This opportunity is ideal for motivated professionals seeking flexibility, structured development, and long-term growth potential in a remote environment.


Daily Responsibilities

  • Conduct virtual consultations with clients via Zoom

  • Present and clearly explain available supplemental benefit options

  • Assist clients through the enrollment process and provide post-enrollment support

  • Maintain accurate and detailed digital records

  • Participate in weekly training sessions and team development calls


Ideal Background

  • Customer service, consultative sales, or client-facing experience preferred (not required)

  • Strong communication and relationship-building skills

  • Self-motivated with a growth-oriented mindset

  • Comfortable using Zoom, CRM systems, and digital tools


What We Offer

  • Fully remote work environment

  • Inbound client interest — no cold outreach

  • Weekly performance-based pay

  • Renewal-based income opportunities

  • Comprehensive training and licensing support

  • Supportive leadership and collaborative team culture

  • Clear advancement pathways into leadership roles

If you’re ready to build a flexible, growth-focused career from home, we encourage you to apply today.

AO Globe Life

Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria