Virtual Customer Benefits Advisor

Virtual Customer Benefits Advisor - Training Provided

Company:AO (American Income Division)
Work Arrangement:100% Remote (U.S. Residents Only)

Are you passionate about helping others while building a rewarding career from home?

AO is seeking motivated, service-oriented professionals to join our growing team as Remote Client Success Specialists
. This fully remote opportunity is ideal for individuals who enjoy building relationships, solving problems, and delivering exceptional client experiences while developing professionally in a supportive, mentorship-driven environment.

Whether you're beginning a new career or bringing experience in customer service, sales, healthcare, education, or hospitality, we provide the training, mentorship, and tools you need to succeed.

No prior insurance experience is required. Comprehensive training and ongoing support are provided.

For more than 70 years
, AO has proudly served working families by providing supplemental life, accident, and health benefits to members of labor unions, credit unions, associations, veterans, and their families.

As part of the Globe Life
family of companies, we are committed to developing future leaders through mentorship, professional development, and performance-based advancement.

As a Remote Client Success Specialist
, you'll work directly with clients through scheduled Zoom and phone appointments, helping them understand available benefits, complete enrollments, and receive exceptional ongoing service.

This role combines customer service, relationship management, and professional growth in a collaborative remote environment.

• Meet with clients through Zoom and phone consultations
• Welcome and onboard new clients
• Explain available benefit and coverage options clearly and professionally
• Guide clients through enrollment and application processes
• Respond promptly to client questions and service requests
• Assist clients with policy reviews, updates, and ongoing support

• Build long-term client relationships through outstanding service
• Maintain regular follow-up communication
• Deliver personalized solutions based on client needs
• Maintain accurate records while ensuring compliance with company policies and industry regulations

• Participate in virtual training and mentorship programs
• Strengthen communication, leadership, and client service skills
• Collaborate with a supportive remote team
• Pursue continuous learning and career advancement opportunities

• Work from anywhere within the United States
• Flexible work-from-home environment
• No commuting
• Modern virtual collaboration tools

• Company-provided qualified leads
• Focus on client service and relationship building
• No cold calling required

• Weekly performance-based compensation
• Performance bonuses
• Residual income opportunities
• Leadership advancement opportunities

Compensation is performance-based and varies according to individual production and results.

• Structured onboarding
• Weekly virtual workshops
• One-on-one coaching
• Leadership development programs
• Promotion from within

• Medical reimbursement program for qualifying representatives
• Company-supported life insurance
• Union-supported work environment
• Leadership conferences and development events
• Incentive travel opportunities for qualifying team members
• Performance recognition programs

Successful candidates typically demonstrate:

• Excellent communication and active listening skills
• Strong customer service mindset
• Self-motivation and accountability
• Problem-solving and critical-thinking abilities
• Strong organizational and time-management skills
• Professionalism and integrity
• Ability to work independently while collaborating remotely
• Basic computer proficiency and comfort using virtual communication platforms
• Positive attitude and willingness to learn

Experience in any of the following areas is beneficial but not required:

• Customer Service
• Client Success
• Sales
• Retail
• Hospitality
• Healthcare
• Education
• Financial Services
• Business Development

We value coachability, professionalism, and a commitment to helping others. Full training and mentorship are provided.

• Must be at least 18 years of age
• Must be legally authorized to work in the United States
• Must be physically…