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Member Services Consultant
Entry LevelRemote
Location
Not specified
Salary
$90k–$120k/yr
Experience
Not specified
Posted
Today
Skills
financial servicesconsultingclient servicesaleszoomrelationship-building
Job Description
Summary: AO Globe Life is seeking motivated professionals to join our fully remote team supporting union members and credit union clients. This role involves conducting scheduled virtual consultations, assessing client needs, and providing personalized coverage recommendations.
Responsibilities:
- Conduct scheduled virtual consultations with union and credit union members via Zoom
- Assess each client’s needs and provide personalized coverage recommendations
- Explain available options clearly and guide clients through the enrollment process
- Maintain accurate documentation and follow established compliance procedures
- Participate in ongoing training sessions and team development programs
Required Qualifications:
- Experience in financial services, consulting, client service, or sales is strongly preferred
- Strong communication and relationship-building abilities
- Self-motivated and organized professionals comfortable working independently
- Coachable, adaptable, and confident working in a remote, digital environment
- Authorized to work in United States
- Reliable high-speed internet and a Windows-based laptop or PC with a webcam
Required Skills: Financial services, Consulting, Client service, Sales, Zoom, Relationship-building
Benefits: Fully remote position with flexible scheduling, Pre-qualified client appointments provided—no cold calling or prospecting required, Commission-based earnings with weekly payouts, Vested renewals that provide long-term income potential, Equity opportunities and monthly and quarterly performance bonuses, Comprehensive training and licensing support, Leadership development and promotion opportunities for high performers, Supportive team culture focused on service, integrity, and growth
Benefits
Fully remote position with flexible scheduling
Pre-qualified client appointments provided—no cold calling or prospecting required
Commission-based earnings with weekly payouts
Vested renewals that provide long-term income potential
Equity opportunities and monthly and quarterly performance bonuses
Comprehensive training and licensing support
Leadership development and promotion opportunities for high performers
Supportive team culture focused on service, integrity, and growth