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The Client Success Representative will manage warm leads to conduct virtual appointments and identify client insurance needs. They are responsible for explaining insurance products, maintaining accurate records, and building professional relationships with clients.
AO Globe Life is looking for a Client Success Representative to work remotely with individuals and families seeking information about insurance protection. You will guide clients through a needs-based process, explain available options, and help create a positive and professional experience from the first conversation through follow-up.
We provide warm leads, virtual training, daily support, and an environment designed for motivated professionals who want to build strong communication and client-service skills.
Work with warm leads supplied by the company
Schedule and conduct virtual client appointments
Ask thoughtful questions to identify client needs
Explain life, supplemental health, and accident insurance products
Provide timely follow-up and answer client questions
Build rapport and maintain professional client relationships
Maintain accurate records and organized communication
Attend training and participate in team development
100% remote position
Warm leads provided
Weekly paychecks
Unlimited earning potential
Medical premium reimbursement
Comprehensive online training
Daily coaching and mentorship
Performance incentive opportunities
No overhead costs
OPEIU Local 277 union representation
Long-term growth opportunity with a stable, 70-year organization
Excellent communication and active-listening skills
Customer-focused, professional approach
Strong follow-up habits and attention to detail
Comfortable with online systems and virtual communication
Self-motivated and reliable
Able to work independently and within a team environment
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