With more than 70 years of industry experience, AO Globe Life is a trusted provider of life insurance solutions for veterans, labor union members, credit unions, and working families. Our mission is centered on service, integrity, and impact—protecting families while building meaningful careers for our team members.
Client Advisory Specialist
Location
United States
Posted
6 days ago
Salary
95K - 115K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Client Advisory Specialist
AIL
Role Description AO Globe Life is seeking motivated, self-driven professionals who want to build meaningful careers in a fully remote environment. This opportunity offers flexibility, structured growth, and the ability to make a real impact by helping individuals and families understand important financial protection options. With consistent organizational growth, this role provides access to mentorship, professional development, and advancement opportunities—allowing you to grow at your own pace in a supportive, team-driven setting. What You’ll Gain - 100% remote work environment from anywhere in the United States - Flexible scheduling that supports work-life balance - Pre-qualified client consultations provided — no cold outreach required - Comprehensive training, workshops, and licensing support - Weekly direct deposit - Monthly and quarterly performance bonuses - Union representation through OPEIU Local 277 - Medical reimbursement and life insurance benefits for qualifying team members - Leadership development and career advancement pathways - Recognition programs, team events, and performance-based travel incentives What You’ll Do - Conduct scheduled virtual consultations with individuals and families - Provide personalized guidance based on each client’s needs and goals - Explain available benefit options clearly and professionally - Support clients through enrollment and provide ongoing follow-up - Maintain accurate digital records and ensure compliance standards - Manage schedules and appointments to stay organized and productive - Participate in training sessions, mentorship programs, and team collaboration Who Thrives in This Role - Strong communicators with a client-first mindset - Self-motivated professionals comfortable working independently - Organized individuals who manage time and priorities effectively - Candidates confident using Zoom and digital platforms - Goal-oriented individuals who value growth and development - 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) Company Description 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, integrity, and long-term relationships, with a strong focus on supporting both our clients and our team members. Apply today to begin building a flexible, purpose-driven career with long-term growth potential.
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