WFH CSR Preservation Specialist

Join AO South: Build Meaningful Relationships and Grow Your Career

AO South is seeking dedicated representatives to develop long-term relationships with clients, meeting them where they feel most comfortable—in their homes via Zoom meetings. This career offers you the unique opportunity to determine your own income, grow at your desired pace, and embrace a company culture that encourages you to compete against your personal best every day.

Success in this position relies on excellent people skills and a deep commitment to upholding our mission: Protect every child and serve all working people.

Since 1951, AO South has been serving working-class families with life, accident, and supplemental health products, focusing on protecting veterans, labor union members, credit union members, and their families.

If you're ready to make a difference and build a rewarding career, we encourage you to join us.

Job Benefits

• 100% Work from Home
• Training program
• An attractive commission structure that rewards your effort and success,
• An even more attractive bonus structure contract
• Paid weekly, based on a suggested schedule for success
• Comprehensive support for all necessary insurance licensing, reinforcing your professional credentials.
• Flexible work arrangements post-training, respecting your work-life balance
• Health Insurance Reimbursement
• Retirement Plan
• Renewals

Responsibilities

• Conduct Remote Client Consultations: Meet with clients (virtually) to understand their financial goals, assess their needs, and provide information about different solutions
• This involves explaining policy features, coverage options, and premium costs
• Provide Customer Service: Provide ongoing customer service to policyholders by addressing client inquiries, assisting with policy changes, and helping with claims processing
• Foster Relationship Building: Build long-term relationships with clients by following up periodically to review their needs, update policies, and address any changes in their circumstances
• Uphold Compliance and Documentation: Adhere to industry regulations and company policies by maintaining accurate and up-to-date documentation related to client interactions and transactions

Suggested Qualifications

• Excellent communication skills
• Basic computer knowledge
• Strong work ethic
• Outgoing, fun & energetic with an upbeat personality
• Time management skills
• Leadership management experience

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AO Globe Life // AO South is an E