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The Client Success Specialist will conduct virtual consultations to educate families on insurance benefits and assist with the enrollment process. They are responsible for maintaining client records, providing ongoing support, and building professional relationships through consistent follow-up.
AO | Globe Life | 100% Work From Home | No Insurance Experience Required | Training Provided
Location: United States – Remote
Schedule: Flexible | Full-Time Opportunity
Experience: Entry Level Welcome
Compensation: Commission-Based | Weekly Pay | Performance Bonuses
Training: Virtual Training | Licensing Guidance | One-on-One Mentorship
Ready to build a career from home where your communication skills, work ethic, and ability to connect with people can make a real difference?
AO | Globe Life is expanding our virtual team and seeking motivated, service-focused professionals to join us as Remote Client Success Specialists.
You'll work with individuals and families through scheduled virtual appointments, answer questions, explain available benefits, assist with enrollment, and provide continued client support.
This opportunity combines:
Customer Service + Client Support + Benefits Education + Relationship Building + Consultative Insurance Sales
Previous insurance experience is not required. We provide structured training, licensing guidance, mentorship, and ongoing professional development to help motivated candidates learn the business.
✓ 100% Remote / Work From Home
✓ Entry Level – No Insurance Experience Required
✓ Qualified Client Opportunities Provided
✓ No Traditional Cold Calling
✓ No Lead Purchasing Required
✓ Weekly Commission-Based Pay
✓ Performance Bonuses
✓ Flexible Scheduling
✓ Renewal & Residual Income Opportunities
✓ One-on-One Mentorship
✓ Leadership & Career Advancement
As a Remote Client Success Specialist, you'll help create a professional and positive experience for prospective and existing clients.
Your responsibilities may include:
Meet with clients through scheduled Zoom and phone appointments
Connect with individuals and families interested in available benefits
Listen carefully to client questions, concerns, and priorities
Provide friendly, professional, and personalized service
Answer benefit and coverage questions clearly
Explain information in easy-to-understand language
Maintain consistent communication and follow-up
Assist existing clients with applicable policy-related service needs
Maintain accurate digital client records
Manage appointments and follow-up activities
Build lasting relationships through trust, professionalism, and dependable service
Once appropriately licensed, you'll also 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
Helping clients compare available coverage options
Making needs-based recommendations
Assisting eligible clients with applications and enrollment
Completing required documentation
Assisting with beneficiary information
Conducting applicable policy and benefit reviews
Providing ongoing support after enrollment
The goal is to help clients understand their options and make informed decisions.
Instead of spending your day purchasing leads or relying solely on traditional cold prospecting, representatives have access to qualified client opportunities, including individuals and families interested in receiving information about available benefits.
Your focus is on:
Connect → Listen → Educate → Recommend → Enroll → Support
Build your career from home while staying connected to clients, mentors, teammates, and leadership virtually.
Your workday may include:
Zoom client consultations
Phone appointments
Digital enrollment systems
Online training
Virtual coaching
Team meetings
Client follow-up
Professional-development sessions
Remote work offers flexibility, but successful representatives also demonstrate consistency, organization, accountability, and self-discipline.
You'll have the opportunity to organize your schedule around your personal and professional responsibilities while maintaining the availability needed to serve clients effectively.
This environment may be especially appealing to individuals who value:
Independence
Flexible scheduling
Performance-based growth
Professional development
Remote work
Long-term career advancement
This is a commission-based independent contractor opportunity, not a guaranteed hourly or salaried customer-service position.
Compensation opportunities may include:
Weekly commission payments
Performance-based bonuses
Renewal income
Residual income opportunities
Leadership compensation for qualifying representatives
Performance incentives
Recognition programs
Your commission earning potential is not limited by a predetermined hourly wage.
Income is influenced by your:
Activity
Consistency
Client appointments
Production
Performance
Results
Individual earnings vary significantly and income is not guaranteed.
We welcome applicants who are entering insurance for the first time.
Training and professional development may include:
Structured virtual onboarding
State insurance licensing guidance
Product and benefits education
Customer-service training
Client communication development
Relationship-building skills
Consultative sales training
Virtual presentation techniques
Enrollment systems and procedures
Weekly coaching and workshops
One-on-one mentorship
Leadership development
Ongoing professional education
You'll have the opportunity to develop valuable transferable skills in:
Customer Service | Communication | Sales | Organization | Relationship Management | Problem Solving | Presentation | Leadership
You do not need to already hold an insurance license when you apply.
Because representatives discuss and enroll clients in insurance products, candidates must obtain the appropriate state Life & Health Insurance License before conducting activities that require licensure.
Qualifying representatives may have access to:
Medical insurance reimbursement opportunities
Company-supported life insurance
Accidental Death Benefit coverage
OPEIU Local 277 representation where applicable
Renewal and residual income opportunities
Professional coaching and mentorship
Leadership-development programs
Virtual business tools and technology
Eligibility, qualification periods, performance requirements, and applicable conditions may apply.
For individuals interested in professional advancement, this opportunity may develop beyond personal client service.
Potential career progression may include:
As you grow, professional development may include:
Training and mentorship
Coaching
Recruiting
Team development
Performance accountability
Business development
Leadership communication
Management development
Leadership opportunities are earned and are not guaranteed.
Qualifying representatives may also have opportunities to earn:
Performance bonuses
Achievement awards
Team recognition
Leadership conferences
Professional-development experiences
Company-sponsored incentive travel
Performance contests
Additional advancement opportunities
Performance and qualification requirements apply.
You may be a strong fit if you're:
Friendly and comfortable speaking with people
A strong verbal and written communicator
An active listener
Customer-focused and service-oriented
Positive and professional
Dependable and consistent
Self-motivated
Organized with strong time-management skills
Comfortable solving problems
Able to work independently from home
Comfortable collaborating with a virtual team
Confident learning new technology
Coachable and receptive to feedback
Goal-oriented
Motivated by measurable results
Interested in professional and leadership growth
Previous insurance experience is not required.
Experience in any of these areas may transfer well:
Customer Service • Retail • Hospitality • Healthcare • Education • Administrative Support • Call Centers • Banking • Client Relations • Account Management • Recruiting • Military Service • Financial Services • Sales
We're looking for candidates with the communication skills, professionalism, work ethic, coachability, and motivation to learn and grow.
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 home workspace
Be comfortable communicating through Zoom and phone
Be comfortable using web-based technology
Be willing to complete required training
Be willing and able to obtain the appropriate state Life & Health Insurance License
Our hiring process is completed remotely.
Qualified applicants will first complete a brief career overview explaining:
Day-to-day responsibilities
Customer-service expectations
Client benefit consultations
Commission-based compensation
Qualified client opportunities
Licensing requirements
Training and mentorship
Career and leadership advancement
Candidates interested in continuing after reviewing the opportunity will then have the opportunity to participate in a live Zoom interview with our hiring team.
You don't need an insurance background to bring valuable skills to this opportunity.
If you're good with people, willing to learn, comfortable working independently, and motivated by the opportunity to grow based on your performance, we'd like to hear from you.
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