FreshRemote.Work

WFH Client Consultant

United States - Remote


We are looking for enthusiastic individuals who are passionate about serving others. AO South serves veterans, labor union members, credit union members, and their families by providing them with expert guidance and support in navigating their life insurance and accidental benefit options. As a Remote Assistance Specialist, you will play a vital role in helping members secure the coverage they need to protect their loved ones and their legacies. This is an exciting opportunity to make a meaningful difference while enjoying the flexibility of working from home.

What We Can Offer You:

  • ALWAYS Remote - Enjoy the flexibility and convenience of working from home, with the opportunity to create your schedule.
  • Meaningful work - Make a positive impact on the lives of clients and their families by helping them secure their financial futures
  • Receive comprehensive training and ongoing support to succeed in your role.
  • 100K+ Earning Potential - Competitive compensation structure with uncapped earning potential.
  • All Warm Leads Provided
  • No Overhead Cost Expenses
  • Top Agent Performance Incentives Programs
  • Membership in OPEIU Local 277
  • Stability of a 70-year-old organization that thrives on Member Satisfaction and Legendary Service.

Qualifications:

  • Genuine desire to help others and make a positive impact on their lives
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Integrity and ethical conduct in all professional dealings
  • Ability to empathize with clients' unique circumstances and demonstrate compassion and sensitivity in addressing their insurance needs
  • Meticulous attention to detail to ensure accurate completion of paperwork and documentation
  • Proficiency in using computers, internet-based applications, and digital communication tools for remote work
  • Regular and predictable attendance required
  • Windows-based computer or laptop; internet access; cell phone

Responsibilities

  • Conduct Remote Client Consultations: Meet with clients (virtually) to understand their financial goals, assess their needs, and provide information about different solutions
  • This involves explaining policy features, coverage options, and premium costs
  • Provide Customer Service: Provide ongoing customer service to policyholders by addressing client inquiries, assisting with policy changes, and helping with claims processing
  • Foster Relationship Building: Build long-term relationships with clients by following up periodically to review their needs, update policies, and address any changes in their circumstances
  • Uphold Compliance and Documentation: Adhere to industry regulations and company policies by maintaining accurate and up-to-date documentation related to client interactions and transactions
 

We currently cannot hire non-US Residents or Citizens.  Individuals must be legally authorized to work in the US. 

AO Globe Life // AO South is an Equal Opportunity Employer

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Job Profile

Regions

North America

Countries

United States

Restrictions

Legally authorized to work in the US Must be US resident

Benefits/Perks

Competitive compensation Comprehensive training Flexible schedule Incentives Meaningful work Ongoing support Performance incentives Remote work Stability Stability of organization Uncapped earning potential Warm leads Warm leads provided

Tasks
  • Build client relationships
  • Client consultations
  • Compliance
  • Compliance and documentation
  • Conduct client consultations
  • Customer Service
  • Maintain documentation
  • Provide customer service
  • Relationship building
  • Uphold compliance
Skills

Attention to detail Client consultations Communication Customer service Digital Communication Tools Documentation Insurance Insurance Knowledge Interpersonal Relationship building Remote work Windows

Experience

0 years

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9