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The Client Success Specialist will conduct virtual consultations to educate families on financial protection options and assist with enrollment. They are responsible for maintaining accurate client records and providing ongoing support to build long-term relationships.
Customer Service – Fully Remote | Client Success Specialist
Company: AO | Globe Life
Work Arrangement: 100% Remote / Work From Home
Location: U.S. Residents Only
Schedule: Flexible
Experience: Entry Level Welcome | No Insurance Experience Required
Compensation: Commission-Based | Weekly Pay | Performance Bonuses
Training: Comprehensive Training, Licensing Guidance & Mentorship Provided
Are you looking for a fully remote customer service opportunity where you can help people, build meaningful relationships, and develop valuable professional skills—all from home?
AO | Globe Life is expanding our virtual team and seeking motivated, service-focused professionals to join us as Remote Client Success Specialists.
In this role, you'll connect with individuals and families through scheduled virtual appointments, answer questions, explain available supplemental benefits and financial protection options, assist with enrollment, and provide ongoing client support.
This opportunity combines customer service, client relationship management, benefits education, and consultative insurance sales in a supportive remote environment.
No previous insurance experience is required. We provide structured training, mentorship, licensing guidance, and ongoing professional development.
✓ 100% Remote / Work From Home
✓ Entry Level – Training Provided
✓ Qualified Client Opportunities
✓ No Traditional Cold Calling
✓ No Lead Purchasing Required
✓ Weekly Commission-Based Pay
✓ Performance Bonuses
✓ Flexible Scheduling
✓ Residual & Renewal Income Opportunities
✓ Leadership & Career Advancement
As a Remote Client Success Specialist, you'll help create a positive client experience from the initial consultation through ongoing service.
Meet with clients through scheduled Zoom and phone appointments
Connect with individuals and families interested in learning about available benefits
Listen carefully to client questions, needs, and priorities
Provide friendly, professional, and personalized service
Answer questions regarding available benefits and coverage
Help clients understand their options in clear, easy-to-understand terms
Provide consistent follow-up and ongoing customer support
Maintain accurate digital client records and documentation
Build long-term relationships through professionalism, trust, and reliable service
Once appropriately licensed, you'll help clients understand available financial protection options.
Responsibilities may include:
Conducting virtual benefit consultations
Explaining life, accident, and supplemental health insurance options
Identifying individual and family protection needs
Presenting appropriate coverage options
Assisting clients through applications and enrollment
Helping with required documentation and beneficiary information
Conducting applicable policy and benefit reviews
Supporting existing clients with ongoing policy-related needs
Our approach emphasizes education, service, and helping clients make informed decisions—not high-pressure sales tactics.
Build your career from the comfort of home while staying connected to clients, teammates, mentors, and leadership through a fully virtual environment.
Enjoy:
No daily commute
Virtual client appointments
Remote training and coaching
Online team collaboration
Flexible scheduling opportunities
Modern digital business systems
Focus your time on helping people rather than searching for prospects.
Representatives have access to qualified client opportunities, including individuals and families interested in receiving information about available benefits.
You'll focus on client conversations, benefits education, relationship building, enrollment, and ongoing service.
This is a commission-based independent contractor opportunity, rather than a guaranteed hourly or salaried customer service position.
Compensation opportunities may include:
Weekly commission payments
Performance-based bonuses
Renewal and residual income opportunities
Recognition incentives
Leadership compensation for qualifying representatives
Additional performance-based rewards
Because compensation is performance-based, your earning potential is not limited by a predetermined hourly wage or salary.
Individual earnings vary based on activity, production, consistency, and results. Income is not guaranteed.
We welcome entry-level applicants and career changers.
AO provides comprehensive training and professional development, including:
Structured virtual onboarding
Product and benefits education
Client-service training
Communication and relationship-building development
Consultative sales training
Virtual presentation skills
Enrollment systems and procedures
Weekly coaching
One-on-one mentorship
Leadership development
Ongoing professional education
We value communication skills, professionalism, work ethic, coachability, and motivation as much as previous industry experience.
You do not need to already hold an insurance license to apply.
Because this role involves discussing and enrolling clients in insurance products, representatives must obtain the appropriate state Life & Health Insurance License before conducting activities requiring licensure.
Licensing guidance and support are provided to help candidates navigate the process.
Qualifying representatives may have access to:
Medical insurance reimbursement opportunities
Company-supported life insurance
Accidental Death Benefit coverage
Union representation through OPEIU Local 277
Renewal and residual income opportunities
Professional development resources
Leadership training and mentorship
Virtual business technology and tools
Eligibility, qualification periods, and performance requirements may apply.
This opportunity is designed for individuals interested in building more than a short-term remote job.
Representatives who demonstrate strong performance, consistency, professionalism, and leadership potential may pursue opportunities in:
Client Success → Benefits Advisor → Trainer/Mentor → Team Leadership → Management
Professional development may include:
Client relationship management
Communication and presentation skills
Coaching and mentorship
Team development
Performance management
Business development
Leadership training
Strong performance may qualify representatives for additional recognition opportunities, including:
Company-sponsored incentive travel
Leadership conventions
Professional development events
Team-building experiences
Performance contests
Achievement awards
Recognition programs
Additional leadership opportunities
Performance and qualification requirements apply.
You may be a strong fit if you're:
An excellent verbal and written communicator
A strong listener who genuinely enjoys helping people
Customer-focused and relationship-oriented
Positive, professional, and dependable
Self-motivated and personally accountable
Organized with strong time-management skills
Comfortable solving problems and answering questions
Able to work independently from home
Comfortable using Zoom and web-based technology
Adaptable in a fast-paced virtual environment
Coachable and receptive to feedback
Goal-oriented and motivated by professional growth
Committed to ethical, client-focused service
Experience in any of the following areas can transfer well:
Customer Service
Client Services
Member Services
Call Centers
Administrative Support
Healthcare
Retail
Hospitality
Education
Banking or Financial Services
Account Management
Military Service
Recruiting
Sales
Entry-level applicants, recent graduates, and professionals changing careers are encouraged to apply.
Applicants must:
Be at least 18 years of age
Be physically located within the United States
Be legally authorized to work in the United States
Have access to a reliable computer or laptop
Maintain reliable high-speed internet
Have webcam and microphone capability
Maintain a quiet, professional workspace
Be comfortable communicating with clients through Zoom and phone
Be willing to participate in required training
Be willing and able to obtain the appropriate state Life & Health Insurance License
Qualified applicants will first complete a brief career overview covering the position, client responsibilities, commission-based compensation, licensing requirements, training, and advancement opportunities.
Candidates interested in moving forward will then have the opportunity to participate in a live Zoom interview with our hiring team.
The entire process is completed virtually.
If you're looking for a fully remote opportunity where you can help families, build lasting client relationships, develop professionally, and create long-term earning and advancement opportunities based on your performance, we'd like to hear from you.
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