Client Benefits Strategist

AO Globe Life

Posted 3 months ago

Full Time

Dallas, Texas

Fully Remote

Smart Summary

Responsibilities

Conduct virtual consultations via Zoom to assess client needs and recommend appropriate benefit solutions. Guide clients through the enrollment process and maintain accurate documentation.

Qualifications

You are a client-focused individual with strong communication and organizational skills. You should be comfortable using digital tools like Zoom and have a client-first mindset. Prior experience in client-facing or consultative roles is preferred.

Must Have Skills for ATS

Zoom

Job Description

AO Globe Life is expanding its remote team to support individuals and families across the United States in accessing essential benefit programs. This opportunity is ideal for professionals seeking flexibility, meaningful work, and long-term growth.

In this role, you will conduct scheduled virtual consultations with clients, helping them understand their options and guiding them through the enrollment process. All appointments are pre-qualified—no cold calling or outreach required.

What You’ll Do

  • Conduct virtual consultations via Zoom

  • Assess client needs and recommend appropriate solutions

  • Support clients through enrollment and follow-up

  • Maintain accurate records and documentation

  • Participate in training, coaching, and team development sessions

What We Offer

  • 100% remote work environment (U.S.-based)

  • Flexible scheduling

  • Pre-qualified client appointments

  • Training and licensing support

  • Performance-based bonuses

  • Long-term income potential through renewals

  • Advancement opportunities into leadership roles

  • Collaborative, growth-focused team culture

Ideal Candidate

  • Strong communication and interpersonal skills

  • Organized, self-motivated, and comfortable working independently

  • Confident using Zoom and digital tools

  • Service-oriented with a client-first mindset

  • Experience in client-facing, consultative, or leadership roles preferred

Requirements

  • Authorized to work in the United States

  • Reliable internet connection

  • Windows-based computer with webcam

About AO Globe Life

For over 70 years, AO Globe Life has partnered with unions, credit unions, and veteran organizations to provide supplemental benefits to working families nationwide. Our remote-first model supports professionals seeking flexibility, stability, and long-term opportunity.

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