Customer Service Benefits Consultant

AO Globe Life

Posted 3 months ago

Full Time

Oklahoma City, Oklahoma

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 documentation and compliance standards.

Qualifications

You possess excellent communication and organizational skills, with the ability to work independently and utilize digital tools for client consultations. Experience in customer service or sales is a plus, but not strictly required, as comprehensive training and licensing support are provided.

Must Have Skills for ATS

Zoom

Salesforce

Job Description

AO Globe Life is expanding and hiring professionals to serve 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 understand 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 building on existing client service experience.


Key Responsibilities

  • Conduct scheduled virtual consultations with credit union members through Zoom

  • Assess client needs and explain available benefit options clearly and professionally

  • Guide individuals and families through the enrollment and onboarding process

  • Maintain accurate digital documentation and ensure compliance standards are met

  • Provide responsive follow-up communication and ongoing client support

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


What We Offer

  • Fully remote position 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

  • Long-term income opportunities through vested renewals

  • Monthly and quarterly performance bonuses

  • Leadership development and advancement pathways

  • Supportive, collaborative team culture


Ideal Candidates

  • Strong communicators who enjoy helping people understand important information

  • Organized and self-motivated professionals comfortable working independently

  • Individuals confident using video conferencing platforms and digital tools

  • Candidates seeking meaningful, service-oriented work

  • Experience in customer service, client advising, or sales is helpful but not required


Requirements

  • Authorized to work in the United States

  • Reliable high-speed internet connection

  • Windows-based laptop or desktop computer with webcam capability


About AO Globe Life

For more than 70 years, AO Globe Life has partnered with credit unions, labor unions, and veteran organizations to provide supplemental benefits to working-class families across the United States. Through a growing remote-first workforce, the organization offers stability, professional growth, and opportunities to build meaningful careers while serving communities nationwide.


Apply Today

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

AO Globe Life

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