• Establishing and nurturing the client experience through direct client interactions. • Answer and route all client support questions via inbound email, phone, our CRM, SMS and chat feature. • Monitors our support queue, classifies cases for the team based on the type of inquiry, and responds to cases to help our clients with their retirement plan questions.

• Onboard newly signed clients into the Payment Gateway product, and partly assist with integration if needed; • Manage, support and grow a portfolio of merchants; • Facilitate current customers to achieve KPIs using Payment Gateway's orchestration solution; • Track customers' success, review performance, and provide insights on potential improvements; • Upsell new features/payment solutions.

• Develop and maintain trusted, long-term partnerships with key clients, aligning their strategic goals with our solutions to drive revenue, retention, and mutual success. • Act as the lead commercial advisor and primary contact for executive stakeholders, providing strategic guidance, navigating escalations, and representing customer needs internally. • Drive expansion across your portfolio through proactive identification and execution of upselling, cross-selling, and solution adoption opportunities. • Lead quarterly and executive business reviews, aligning internal and customer stakeholders around progress toward KPIs, ROI achievements, and future opportunities. • Monitor and interpret customer health signals, using data to inform engagement strategies and proactively mitigate risk. • Collaborate cross-functionally with Sales, Product, Delivery, and Finance to ensure customer outcomes are delivered efficiently and consistently. • Maintain a deep understanding of the embedded finance and payments ecosystem to position our capabilities effectively in strategic conversations. • Continuously champion customer feedback internally, contributing to product and service enhancements and advocating for long-term customer success. • Support the growth of the Customer Success function by contributing to internal process development and driving operational excellence.

At AO Globe Life, we believe your career should support your life—not compete with it. This fully remote opportunity is designed for individuals seeking flexibility, professional growth, and meaningful work. Whether you’re starting out or making a career shift, you’ll have access to structured training, ongoing mentorship, and a clear path for long-term development. In this role, you’ll work remotely while helping families across the country understand and access reliable financial protection programs—all through scheduled virtual consultations. What You’ll Gain 100% remote work environment from anywhere in the United States Flexible scheduling that fits your lifestyle Pre-qualified client consultations provided — no cold outreach required Comprehensive training and licensing support Weekly direct deposit Monthly and quarterly performance bonuses Union representation through OPEIU Local 277 Medical reimbursement program for qualifying expenses Leadership development and advancement opportunities Recognition programs, conferences, and performance-based travel incentives What You’ll Do Conduct scheduled virtual consultations with individuals and families Explain available benefit options and guide clients through enrollment Provide personalized recommendations based on each client’s needs Maintain accurate digital records and manage follow-up communication Build long-term client relationships through professionalism and consistency Participate in training, mentorship, and team development sessions Expand professional connections through client interaction and referrals Who Thrives in This Role Strong communicators who enjoy helping others Self-motivated professionals comfortable working independently Organized individuals who can manage schedules and digital workflows Candidates confident using Zoom and other virtual platforms Goal-oriented individuals with a strong work ethic Customer service or client-facing experience is helpful but not required Requirements Authorized to work in the United States Reliable internet connection Windows-based laptop or desktop computer with webcam Must be physically located within the United States Eligible to obtain a Life Insurance License (licensing support provided) About AO Globe Life For more than 70 years, AO Globe Life has partnered with unions, credit unions, and veteran organizations to provide supplemental benefits that help protect working families nationwide. Our organization is built on service, mentorship, and long-term growth—creating opportunities for professionals to succeed while making a real impact. Apply today to build a flexible, purpose-driven career that grows with you.