Summary
AO Globe Life is a mission-driven organization that helps families access financial protection and supplemental benefits. The Account Representative conducts scheduled virtual consultations, explains life and supplemental benefit options, guides clients through enrollment, maintains accurate documentation, and participates in training and team development activities.
Responsibilities
- Conduct scheduled virtual consultations with families through Zoom
- Explain available life, accident, and supplemental benefit options
- Guide clients through the enrollment process with professionalism and clarity
- Maintain accurate documentation and ensure compliance with company standards
- Participate in weekly team meetings, training sessions, and development calls
- Build professional relationships that support long-term client satisfaction
Skills
- Strong communicators comfortable presenting information through video meetings
- Organized professionals with strong attention to detail
- Individuals motivated by personal growth and professional development
- Candidates who work well independently while collaborating with a remote team
- Authorized to work in the United States
- Reliable internet connection
- Windows-based laptop or desktop computer with webcam
- Customer service or client-facing experience is helpful but not required
Qualifications
Must Haves
- Strong communicators comfortable presenting information through video meetings
- Organized professionals with strong attention to detail
- Individuals motivated by personal growth and professional development
- Candidates who work well independently while collaborating with a remote team
- Authorized to work in the United States
- Reliable internet connection
- Windows-based laptop or desktop computer with webcam
Nice to Haves
- Customer service or client-facing experience is helpful but not required
Benefits
- 100% remote work environment from anywhere in the United States
- Flexible scheduling designed to support work-life balance
- Pre-qualified client consultations provided — no cold outreach required
- Comprehensive training and licensing support
- Monthly and quarterly performance bonuses
- Equity opportunities for qualifying team members
- Long-term income potential through vested renewals
- Clear advancement opportunities into leadership roles
- Supportive and collaborative team culture