Benefits Consultant

Summary

AO Globe Life provides supplemental benefits to working families across the United States. The Benefits Consultant will conduct virtual consultations, explain benefit options, assist clients with enrollment, maintain accurate records, and provide follow-up support in a remote environment.

Responsibilities

• Connecting with individuals who have expressed interest in learning about benefit programs
• Scheduling and conducting virtual consultations via Zoom with individuals and families across the U.S
• Listening to client needs and helping them identify benefit options that fit their circumstances
• Explaining available programs clearly and professionally
• Assisting clients through the enrollment process from start to finish
• Maintaining organized and accurate digital records of client interactions and documentation
• Providing follow-up support to ensure a positive client experience
• Participating in team meetings, mentorship sessions, and ongoing training
• Collaborating with colleagues to share best practices and support team success

Skills

• Strong communication and active listening skills
• Ability to build trust and rapport in virtual conversations
• High attention to detail and strong organizational skills
• Self-motivation and accountability in a remote environment
• Comfort using digital platforms such as Zoom and CRM systems
• A positive attitude and willingness to learn
• Must be legally authorized to work in the United States
• Enjoy helping others and providing meaningful service
• Appreciate structure while maintaining independence
• Communicate clearly and build relationships easily
• Value professional development and continuous learning
• A strong work ethic and willingness to learn
• Experience in customer service, client relations, consulting, or sales

Qualifications

Must Haves

• Strong communication and active listening skills
• Ability to build trust and rapport in virtual conversations
• High attention to detail and strong organizational skills
• Self-motivation and accountability in a remote environment
• Comfort using digital platforms such as Zoom and CRM systems
• A positive attitude and willingness to learn
• Must be legally authorized to work in the United States
• Enjoy helping others and providing meaningful service
• Appreciate structure while maintaining independence
• Communicate clearly and build relationships easily
• Value professional development and continuous learning
• A strong work ethic and willingness to learn

Nice to Haves

• Experience in customer service, client relations, consulting, or sales

Benefits

• Remote work from anywhere in the United States
• Structured onboarding and mentorship
• Hands-on guidance for conducting virtual consultations, managing client relationships, and navigating compliance requirements
• Ongoing weekly training sessions focused on communication skills, product knowledge, and professional development
• A supportive culture that ensures every team member has the tools needed to succeed
• Opportunities for career advancement
• A collaborative remote environment