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 and families who have requested information about supplemental benefit programs. - Schedule and conduct virtual consultations with clients via Zoom - Assess client needs and provide guidance on available supplemental benefit options - Support clients throughout the enrollment process and provide follow-up assistance - Maintain accurate digital documentation and client records - Participate in weekly training sessions, development programs, and team collaboration - Contribute insights and best practices to support overall team performance Qualifications - Experience in management, client service, operations, consulting, or leadership roles - Confident communication in virtual environments - Highly organized and self-motivated when working remotely - Enjoy helping others while contributing to team success - Comfortable using digital platforms such as Zoom and CRM tools Requirements - Must be legally authorized to work in the United States - Reliable internet connection - Windows-based laptop or desktop computer with a functioning webcam Benefits - 100% remote work environment — 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 - Monthly and quarterly performance bonuses - Leadership development opportunities and advancement pathways - A collaborative and service-oriented team culture Company Description For more than 70 years, AO Globe Life has partnered with labor unions, credit unions, and veteran organizations to provide supplemental life and health benefits to working families across the United States. Our remote-first organization focuses on service, leadership development, and meaningful career opportunities for professionals nationwide. Apply Today If you are an experienced professional looking for a flexible remote career where you can apply your leadership mindset while helping families access important benefits, we encourage you to apply and learn more about joining our team.

• 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.