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[Remote] Client Success Consultant

Remote · Philippines Full-time

Note: The job is a remote job and is open to candidates in USA. AO Globe Life is hiring a remote Client Success Consultant to help members understand life, accident, and supplemental benefit options. The role supports members through recommendations, applications and enrollment, policy-related service, and ongoing assistance.

Responsibilities

  • Meet with members virtually through Zoom and phone appointments
  • Connect with individuals from our provided member database
  • Identify each member's needs, priorities, and concerns
  • Explain available life, accident, and supplemental benefit options
  • Answer questions clearly and professionally
  • Recommend appropriate coverage solutions based on individual needs
  • Guide eligible members through applications and enrollment
  • Maintain communication throughout the application process
  • Conduct policy reviews and assist with beneficiary updates
  • Provide ongoing customer service after coverage is established
  • Assist members with policy-related questions and claims guidance
  • Maintain accurate digital records and documentation
  • Follow applicable company procedures, state regulations, and ethical standards

Skills

  • Friendly, professional, and comfortable speaking with people
  • An effective verbal and written communicator
  • Customer-focused and passionate about helping others
  • A strong listener and problem solver
  • Self-motivated and dependable
  • Organized and detail-oriented
  • Comfortable using computers and virtual technology
  • Able to manage your time effectively while working from home
  • Goal-oriented and motivated by performance
  • Comfortable working independently and with a team
  • Coachable and receptive to constructive feedback
  • Interested in professional and financial growth
  • Experience in customer service, retail, hospitality, healthcare, banking, call centers, administration, military service, financial services, account management, or sales
  • Sales or insurance experience is helpful—but not required
  • Be at least 18 years old
  • Be legally authorized to work in the United States
  • Be willing and able to obtain the appropriate state Life & Health Insurance License before conducting licensed activities
  • Be at least 18 years of age and legally eligible to work in the United States
  • Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
  • Self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement

Benefits

  • Warm member leads provided
  • Weekly commission payments
  • Performance-based bonuses
  • Uncapped personal production potential
  • Renewal and residual income opportunities
  • Leadership compensation opportunities
  • Performance incentives and recognition
  • 100% remote / work from home
  • Training, mentorship, licensing guidance, and ongoing professional development
  • Qualifying representatives may have access to health insurance premium reimbursement
  • Qualifying representatives may have access to company-supported life insurance
  • Qualifying representatives may have access to Accidental Death Benefit coverage
  • Qualifying representatives may have access to OPEIU Local 277 representation
  • Qualifying representatives may have access to professional mentorship and coaching
  • Qualifying representatives may have access to leadership development programs
  • Qualifying representatives may have access to virtual business tools and resources
  • Strong performance may create opportunities to qualify for agent recognition programs
  • Strong performance may create opportunities to qualify for company-sponsored incentive travel
  • Strong performance may create opportunities to qualify for leadership conferences and conventions
  • Strong performance may create opportunities to qualify for achievement awards
  • Strong performance may create opportunities to qualify for team recognition
  • Strong performance may create opportunities to qualify for professional development opportunities
  • Strong performance may create opportunities to qualify for additional performance-based rewards

Company Overview

  • Globe Life is an insurance company. It was founded in 1900, and is headquartered in Mckinney, Texas, USA, with a workforce of 1001-5000 employees. Its website is https://www.globelifeinsurance.com.
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