• support the Sales team with administrative tasks • using Salesforce to create opportunities, quotes and invoices • run feasibility on new briefs from the team • understand and utilise different research platforms • updating CRM system to ensure all opportunities, quotes, projects, contacts and meetings are tracked • learning & understanding the Pureprofile offering to current and prospective clients • working closely with Account Directors and Managers in the sales team to prepare proposals and presentations • proactively engaging with clients for repeat business • liaising with vendors and internal operations for projects • collaborating with Project Management teams to ensure excellent service

• Coordinate client bookings, schedules, and confirmations • Communicate with clients to gather necessary details and provide timely updates • Review documentation for accuracy and completeness • Monitor timelines, track changes, and follow up as needed • Maintain organized records within company systems

• Support clients with travel planning and reservations. • Provide clear, professional communication. • Resolve client issues promptly. • Attend ongoing training and webinars. • Collaborate with team members for quality service.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves connecting with individuals who have requested information about benefit programs and guiding them through available options. - Connect with individuals who have expressed interest in learning about benefit programs - Schedule and conduct virtual consultations with clients via Zoom - Explain available benefit options and assist clients through the enrollment process - Maintain accurate client records and follow-up communications - Deliver excellent client service and build lasting relationships - Participate in ongoing training, development sessions, and team meetings Qualifications - Strong communicators with a client-first mindset - Organized, self-motivated professionals who work well independently - Individuals comfortable using Zoom and other digital tools - Experience in customer service, sales, or consulting is helpful but not required - Growth-minded individuals who are coachable and motivated to succeed Requirements - Must be legally authorized to work in the United States - Windows-based laptop or desktop computer with a functioning webcam - Reliable internet connection Benefits - 100% remote position — work from anywhere in the United States - Flexible scheduling - Warm leads provided — no cold calling or prospecting - Weekly pay via direct deposit - Full training and licensing support - Ongoing professional development opportunities - Leadership and advancement opportunities for high-performing team members - Supportive and collaborative team environment Company Description For more than 70 years, AO Globe Life has been a trusted provider of supplemental benefits to working families across the United States. We proudly serve union members, veterans, credit union members, and associations nationwide while offering meaningful remote career opportunities focused on service, integrity, and growth. Ready to Apply? If you’re ready to build a flexible remote career while helping families access important benefits, apply today to learn more about joining our team.