WFH Legacy Planning Advisor

Join AO South as a Remote Client Support Specialist!

AO South is looking for enthusiastic, hard-working, and friendly individuals to join our remote team and deliver exceptional support to our vast network of clients. If you’re passionate about helping others, enjoy flexibility in your work schedule, and thrive in a fast-paced environment, this role is perfect for you. As part of AO South, you’ll play an essential role in upholding our mission: Protect every child and serve all working people—all while working 100% remotely with hours that fit your lifestyle and family’s needs.

What We Offer:

• Remote Work Flexibility: Achieve a great work-life balance with a 100% remote role, allowing you to work from home with a schedule that suits you.
• Meaningful Work: Make a positive impact by helping families secure their financial futures through our supplemental coverage solutions.
• Comprehensive Training: Gain access to in-depth training and continuous support to set you up for success.
• Competitive Pay: Enjoy a compensation structure with uncapped earning potential and weekly pay.
• Medical Insurance Reimbursement: Get support for your health insurance needs.
• Warm Leads Provided: No cold calling—connect with clients who are already interested in our services.
• No Overhead Costs: Focus on your role without worrying about additional expenses.
• Performance Incentives: Earn additional rewards through our agent performance incentive programs.
• Union Membership: Benefit from representation with OPEIU Local 277 and a strong union contract.
• Stability: Join a well-established company with a 70-year history and a strong commitment to member satisfaction.

Preferred Skills:

• Outstanding Communication: Strong verbal and written skills, with a talent for active listening and problem-solving.
• Adaptability: Embrace continuous learning and demonstrate flexibility when adapting to new challenges.
• Team Player & Independent Worker: Thrive in both collaborative and solo environments.
• Work Ethic: A self-starter with a strong drive to succeed.
• Tech Proficiency: Comfortable using Google Drive, Windows, and Zoom for daily tasks.
• Empathy: Show compassion and understanding when addressing clients' unique needs.
• Attention to Detail: Ensure accuracy in completing paperwork and documenting client interactions.
• Coachability: Open to feedback and able to implement constructive criticism.
• Experience in Sales/Customer Service: Highly preferred; a competitive mindset is a plus. Previous insurance experience is not required but beneficial.

Primary Duties & Responsibilities:

• Client Communication: Engage with policyholders and interested third parties through phone calls, emails, and other correspondence.
• Policy Management: Process requests from policyholders, update information, and maintain accurate records.
• Product Knowledge: Stay up-to-date with new …