Virtual Client Success Specialist

Summary

AO Globe Life is a mission-driven, remote-first organization providing supplemental benefits to working families, union members, credit union clients, and veterans. The Virtual Client Success Specialist supports clients through enrollment and benefit selection, conducts virtual consultations, maintains records, manages follow-up, and develops long-term client relationships.

Responsibilities

• Support clients throughout the enrollment process with clarity and professionalism
• Provide attentive, client-first service
• Help clients explore supplemental benefit options tailored to their needs
• Grow through ongoing mentorship and professional development
• Conduct virtual consultations with clients via Zoom
• Keep digital records accurate and manage timely follow-up
• Cultivate long-term client relationships

Skills

• Work authorization in the United States
• Confidence with virtual meetings and everyday digital tools
• Strong communication and interpersonal skills
• Reliable internet and a Windows laptop/PC with webcam
• Self-driven, organized individuals comfortable working independently
• Passionate about helping others and contributing to a mission-driven organization
• Customer service background helpful but not required

Qualifications

Must Haves

• Work authorization in the United States
• Confidence with virtual meetings and everyday digital tools
• Strong communication and interpersonal skills
• Reliable internet and a Windows laptop/PC with webcam
• Self-driven, organized individuals comfortable working independently
• Passionate about helping others and contributing to a mission-driven organization

Nice to Haves

• Customer service background helpful but not required

Benefits

• Complete training and licensing support provided
• Equity opportunity (3%) for those who qualify
• Fully remote, flexible schedule
• Inbound client interest — no cold outreach
• Weekly pay based on performance
• A team culture built around people, not just numbers
• A clear path toward leadership roles
• Monthly and quarterly performance bonuses
• Income growth through renewals