Lisa Russel

Since 1951, AO has proudly served working-class families by providing life, accident, and supplemental health products to members of labor unions, credit unions, associations, and their families. Our success is built on trust, service, and long-term relationships—and we continue to grow with purpose. Over 20% growth last year, even during challenging economic conditions Stability and long-term demand Serve clients across the U.S. and Canada

Entry-Level Team Success Manager Opportunity

Customer Success ManagerCustomer SuccessFull TimeRemote

Location

United States + 180 moreAll locations: United States, Canada, Brazil, Colombia, Argentina, Chile, Venezuela, Bolivarian Republic Of, Bolivia, Plurinational State Of, Ecuador, French Guiana, Guyana, Paraguay, Peru, Suriname, Uruguay, Mexico, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, Panama, Dominican Republic, Puerto Rico, Bahamas, Guadeloupe, Haiti, Jamaica, Martinique, Montserrat, United Kingdom, Germany, France, Estonia, Portugal, Hungary, Poland, Ukraine, Romania, Bulgaria, Czech Republic, Slovakia, Belarus, Moldova, Republic Of, Sweden, Greece, Belgium, Italy, Ireland, Switzerland, Netherlands, Finland, Malta, Denmark, Lithuania, Croatia, Spain, Austria, Bosnia And Herzegovina, Iceland, Luxembourg, Macedonia, The Former Yugoslav Republic Of, Montenegro, Norway, Serbia, Slovenia, Albania, Cyprus, Latvia, Monaco, South Africa, Egypt, Algeria, Angola, Benin, Botswana, Burkina Faso, Burundi, Cameroon, Cape Verde, Central African Republic, Chad, Congo, Côte D'ivoire, Congo, The Democratic Republic Of The, Equatorial Guinea, Eritrea, Ethiopia, Gabon, Gambia, Ghana, Guinea, Guinea-bissau, Kenya, Lesotho, Liberia, Libyan Arab Jamahiriya, Madagascar, Malawi, Mali, Mauritania, Mauritius, Mayotte, Morocco, Mozambique, Namibia, Niger, Nigeria, Réunion, Rwanda, Senegal, Seychelles, Sierra Leone, Somalia, Sudan, Swaziland, Tanzania, United Republic Of, Togo, Tunisia, Uganda, Zambia, Zimbabwe, Georgia, Turkey, Israel, United Arab Emirates, Armenia, Azerbaijan, Bahrain, Iraq, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Palestinian Territory, Occupied, Yemen, India, Japan, Philippines, Pakistan, Thailand, Singapore, Viet Nam, Taiwan, Province Of China, Indonesia, Cambodia, Lao People's Democratic Republic, Malaysia, Myanmar, Korea, Republic Of, China, Afghanistan, Bangladesh, Bhutan, Kazakhstan, Kyrgyzstan, Maldives, Mongolia, Nepal, Sri Lanka, Tajikistan, Turkmenistan, Uzbekistan, Australia, Papua New Guinea, Kiribati, Palau, French Polynesia, Tuvalu, New Zealand

Posted

7 days ago

Salary

Not specified

No structured requirement data.

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

As a Remote Client Representative, you’ll guide families through virtual consultations, offering tailored financial solutions. With full training, mentorship, and cutting-edge technology, you’ll have everything you need to succeed—without leaving home.

  • Conduct virtual consultations to assess client needs and provide financial solutions.
  • Build lasting relationships by checking in with clients and ensuring ongoing coverage.
  • Complete administrative tasks such as scheduling, note-taking, and maintaining client records.

Qualifications

  • Passionate about helping others.
  • Competitive and driven to succeed.
  • Dependable, trustworthy, and hardworking.
  • Adaptable, flexible, and eager to learn.

Requirements

  • No Cold Calling: Focus on warm leads from 30,000+ groups nationwide.
  • Qualified Leads: Receive leads at no cost—no prospecting required.
  • Incentives & Rewards: Conventions, incentive trips, production awards, and performance-based advancement.
  • Weekly Pay & Bonuses: Earn consistent weekly income plus performance-based bonuses.
  • Lifetime Renewals: Continue to earn ongoing revenue from client relationships.
  • Benefits: Health insurance, life insurance, and more.
  • Union-Backed Contract: Stability and protection for all team members.
  • Mentorship & Training: Full training and ongoing support to help you grow.
  • Industry-Leading Tools: Access technology and resources to maximize performance.
  • Work From Home: Conduct web-based presentations and manage your schedule from anywhere.

Job Requirements

  • Passionate about helping others.
  • Competitive and driven to succeed.
  • Dependable, trustworthy, and hardworking.
  • Adaptable, flexible, and eager to learn.
  • No Cold Calling: Focus on warm leads from 30,000+ groups nationwide.
  • Qualified Leads: Receive leads at no cost—no prospecting required.
  • Incentives & Rewards: Conventions, incentive trips, production awards, and performance-based advancement.
  • Weekly Pay & Bonuses: Earn consistent weekly income plus performance-based bonuses.
  • Lifetime Renewals: Continue to earn ongoing revenue from client relationships.
  • Benefits: Health insurance, life insurance, and more.
  • Union-Backed Contract: Stability and protection for all team members.
  • Mentorship & Training: Full training and ongoing support to help you grow.
  • Industry-Leading Tools: Access technology and resources to maximize performance.
  • Work From Home: Conduct web-based presentations and manage your schedule from anywhere.

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