Remote Benefits Agent – Credit Union Members

Overview AO Globe Life is seeking motivated individuals to join our remote team as Client Support Specialists .

In this role, you’ll assist families and individuals across the United States in understanding and accessing essential benefit programs.

This is a fully remote position with flexible scheduling and structured support.

We provide all training, mentorship, and pre-scheduled client consultations—no cold calling or door-to-door outreach required.

If you enjoy helping others, communicating clearly, and working independently, this is a great opportunity to build a meaningful career from home.

Responsibilities Conduct scheduled virtual consultations with clients via Zoom.

Identify client needs and guide them through available benefit options.

Explain policies and enrollment steps in a clear, professional manner.

Maintain accurate client records and manage follow-up communication.

Deliver high-quality customer service and build long-term client relationships.

Participate in regular training and team meetings to enhance your skills.

Qualifications Strong verbal communication and interpersonal skills.

Organized, dependable, and able to work independently.

Confident using video conferencing platforms and digital tools.

Motivated by service-oriented, purpose-driven work.

Prior experience in customer service, sales, or client relations is helpful but not required.

Requirements :

• Authorized to work in the United States.
• Reliable internet connection and a Windows-based computer with webcam access.
• Training and Support AO Globe Life provides every team member with thorough onboarding, including product knowledge, compliance standards, and client interaction strategies.
• Ongoing mentorship and weekly virtual sessions help strengthen communication, leadership, and client service skills.
• Our team structure emphasizes collaboration, growth, and accountability.
• You’ll have access to leaders and mentors who are committed to helping you succeed both professionally and personally.
• What You Can Expect At AO Globe Life, you’ll work remotely from anywhere in the U.S. while maintaining a clear structure and team connection.
• Our approach balances independence with support—allowing you to manage your schedule while meeting client and team goals.
• This role offers long-term career growth potential through continued learning, advancement opportunities, and the chance to take on leadership responsibilities over time.
• We value professionalism, reliability, and a strong sense of purpose in everything we do.
• If you’re looking for more than just a job—if you want to build a lasting, impactful career helping people protect what matters most—this position is a great fit.
• Who Succeeds in This Role Communicative, empathetic individuals who value service and professionalism.
• Organized, focused professionals who can manage multiple priorities remotely.
• Growth-minded people who appreciate ongoing learning and development.
• Team players who enjoy collaboration while thriving independently.
• Experience in customer-facing roles is beneficial, but we’re primarily looking for individuals with strong integrity, a good work ethic, and the willingness to learn.
• About AO Globe Life For over 70 years, AO Globe Life has provided supplemental benefits to working-class families nationwide.
• We proudly serve union members, credit unions, and veterans , offering financial protection programs that help families prepare for the unexpected.
• As a fully remote organization, we focus on service, stability, and opportunity.

Our mission is simple :