Client Account Advisor

AO Globe Life

Posted 3 months ago

Full Time

Sacramento, California

Fully Remote

Smart Summary

Responsibilities

Conduct scheduled virtual consultations with clients to identify needs and recommend appropriate coverage options. Guide clients through the enrollment process and maintain accurate digital documentation.

Qualifications

You are a motivated and people-focused professional with strong communication skills, comfortable engaging clients through virtual consultations. You are goal-oriented, self-motivated, and enjoy helping others by identifying their needs and recommending appropriate solutions. Candidates must be comfortable using digital platforms and have a Windows-based laptop with reliable internet.

Must Have Skills for ATS

Zoom

Digital Records

Digital Platforms

Windows

Job Description

AO Globe Life is expanding its remote team and hiring motivated professionals who are driven, people-focused, and ready to build a career with both purpose and long-term growth. Whether you are entering the workforce or looking for a meaningful career change, this opportunity offers a flexible, supportive environment designed for professional success.

All client consultations are scheduled in advance with individuals who have already requested information. There is no cold calling, door knocking, or outbound prospecting required.


Key Responsibilities

  • Conduct scheduled virtual consultations with individuals and families via Zoom

  • Identify client needs and recommend appropriate coverage options

  • Guide clients through the enrollment process with professionalism and care

  • Maintain accurate digital records and documentation

  • Participate in weekly training sessions and team development meetings

  • Collaborate with teammates to meet performance goals and share best practices


What We Offer

  • Fully remote position available to U.S.-based professionals

  • Flexible scheduling that allows you to manage your workday

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

  • Weekly pay through direct deposit (commission-based structure)

  • Full training and licensing support

  • Health insurance premium reimbursement

  • Monthly and quarterly performance bonuses

  • Advancement opportunities into leadership roles

  • A supportive team culture focused on growth and collaboration


Who We’re Looking For

  • Strong communicators who are confident engaging with clients through video consultations

  • Goal-oriented and self-motivated professionals

  • Individuals who enjoy helping others and solving problems

  • Candidates comfortable using Zoom and digital platforms

  • Professionals authorized to work in the United States with a Windows-based laptop or PC and reliable internet access


About AO | Globe Life

AO Globe Life partners with labor unions, credit unions, and veterans’ organizations to provide supplemental coverage solutions to working families across the United States. With more than 70 years of experience, the organization is built on service, integrity, and long-term opportunity.

If you’re ready to build a career that combines flexibility, support, and strong growth potential, we encourage you to apply and learn more about joining our team.

AO Globe Life

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