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Remote Member Success Advisor – Credit Union Clients

Posted Yesterday
Customer Service
Full Time
USA

Overview

As a Remote Member Success Advisor at AO Globe Life, you will work exclusively with credit union members to provide benefit guidance without the need for cold calling, focusing on building real relationships.

In Short

  • Meet virtually with credit union members via pre-scheduled Zoom calls
  • Recommend benefits that align with members' goals
  • Explain complex information clearly
  • Maintain accurate records and compliance
  • Participate in weekly training and team development

Requirements

  • Experience in benefits, finance, advising, or customer service
  • Strong communication skills
  • Self-motivated and organized
  • Curious, coachable, and passionate about helping others
  • U.S. work authorization and reliable internet

Benefits

  • 100% remote work
  • Flexible scheduling
  • Pre-qualified leads with no cold calling
  • Long-term income potential
  • Full training and licensing support
  • Leadership opportunities for top performers
  • Supportive, mission-driven team environment
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ArcheBridge

ArcheBridge is dedicated to providing individuals and families with peace of mind through personalized life and health solutions. The company believes that everyone deserves a safety net to navigate life's uncertainties, and they focus on building lasting relationships based on trust and empathy. With a commitment to wellness and long-term security, ArcheBridge empowers its team members to connect with clients, understand their goals, and offer thoughtful guidance. The company fosters a supportive environment that encourages growth, flexibility, and the opportunity to make a meaningful impact in people's lives.

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