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Client Success Representative

Posted a day ago
0-2 years experience
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AI Summary

The representative will conduct virtual appointments to identify client needs and explain insurance products. They are also responsible for maintaining accurate records and providing timely follow-up to ensure professional client relationships.

Position Overview

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.

Responsibilities

  • 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

What We Offer

  • 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

Qualifications

  • 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

Important Information About This Opportunity

This is a 100% remote, independent contractor opportunity with American Income Life / Globe Life. Compensation is commission-based and performance-driven; this is not an hourly or salaried position.

Candidates selected to move forward should be prepared to:

• Be at least 18 years of age and legally eligible to work in the United States
• Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
• Complete required training and participate in virtual meetings
• Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
• Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense

No prior insurance experience is required. Training, mentorship, licensing guidance, and ongoing professional development are provided.

This opportunity is best suited for individuals who are self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement.

American Income Life / Globe Life is committed to providing equal opportunity without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other characteristics protected by applicable law.

Specific licensing requirements, fees, compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process.

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