CSR Remote Benefits Agent – Credit Union Members jobs in United States
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AO Globe Life · 12 hours ago

CSR Remote Benefits Agent – Credit Union Members

AO Globe Life is expanding and hiring Remote Benefits Agents to serve credit union members who are already connected with our organization and seeking benefit guidance. This is a fully remote opportunity with flexible scheduling, where you will meet virtually with clients, provide personalized recommendations, and help individuals and families access life, accident, and supplemental insurance options tailored to their needs.

Insurance
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Responsibilities

Conduct scheduled virtual consultations with credit union members
Assess client needs and explain benefit options in a clear, approachable way
Guide clients through the enrollment process with professionalism and efficiency
Maintain accurate records and ensure compliance with industry standards
Participate in team training, mentorship programs, and ongoing professional development

Qualification

Communication skillsCustomer service experienceClient advisingSales experienceZoom proficiencyEmail proficiencyCloud-based toolsCoaching opennessSelf-motivatedOrganizational skills

Required

Must be authorized to work in the United States
Must have a reliable internet connection
Must use a Windows-based laptop or PC with webcam access

Preferred

Have experience in customer service, client advising, or sales

Benefits

Paid training and licensing support provided.
Weekly pay and performance-based bonuses.
Vested renewals for long-term earning potential.
Clear advancement opportunities into leadership and mentorship roles.
Supportive team culture with recognition and collaboration.

Company

AO Globe Life

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AO serves working families across America and Canada and we are the largest distribution system of Globe Life, American Income Division.

Funding

Current Stage
Late Stage

Leadership Team

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Darez Meriwether
Chief Executive Officer
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James Hill
Chief Operating Officer and Senior Partner
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Company data provided by crunchbase