WFH Family Preservation Specialist

Work From Home as a Family Preservation Specialist – Join AO South’s Dynamic Team

AO South is thrilled to offer an exciting opportunity for individuals passionate about providing financial security to families. As a Family Preservation Specialist, you’ll enjoy the flexibility of a full-time, fully remote position while making a meaningful impact by helping clients secure their financial future through personalized insurance solutions.

Why AO South? At AO South, we are committed to delivering exceptional services and support to our clients. Our client-first approach ensures that every consultant is equipped with the tools and knowledge to make a lasting difference in the lives of those they serve. If you're enthusiastic about helping families find peace of mind and security, this is the ideal role for you!

Key Responsibilities:

• Virtual Client Consultations: Meet with clients to understand their financial goals, assess their needs, and present tailored insurance solutions.
• Policy Explanation: Clearly explain policy features, coverage options, and premium costs to ensure clients make informed decisions.
• Ongoing Client Support: Provide continuous customer service by answering inquiries, assisting with policy changes, and helping with claims.
• Relationship Building: Foster long-term relationships by following up periodically to review client needs and address any changes.
• Regulation Compliance: Adhere to industry regulations and maintain accurate, up-to-date documentation of client interactions.

What We’re Looking For:

• Client-Focused: Genuine enthusiasm for helping clients secure the protection they need through life insurance.
• Strong Communicator: Excellent verbal and written communication skills to simplify complex insurance concepts and build rapport with clients.
• Empathetic: Ability to demonstrate compassion and understanding of each client’s unique needs.
• Detail-oriented: Meticulous attention to detail for accurate documentation and policy management.
• Tech-Savvy: Comfortable using computers, internet-based applications, and digital communication tools.
• Self-Starter: Ability to work independently and manage time effectively in a remote setting.
• Preferred Experience: Sales or customer service experience, particularly in insurance, is beneficial but not required.

Work Requirements:

• A home office or quiet, dedicated workspace for remote work.
• Regular and predictable attendance.

Benefits:

• Full-time, 100% remote position with flexible work arrangements.
• Comprehensive training and support to set you up for success.
• Opportunities to make a real difference in the lives of families.

Please note: This role is only open to U.S. citizens or residents who are legally authorized to work in the United States.