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Remote Member Success Advisor – Credit Union Clients

Posted 1 week ago
Customer Service
Full Time
USA

Overview

AO Globe Life is hiring Remote Benefit Agents to work exclusively with credit union members—people who already trust us and are actively seeking benefit guidance. This role involves no cold calling, focusing instead on meaningful conversations that make a difference.

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 notes and follow compliance standards
  • Participate in weekly training and team development
  • 100% remote work
  • Flexible scheduling
  • No cold calling or door-to-door selling
  • Full training and licensing support
  • Real growth opportunities available

Requirements

  • Experience in benefits, finance, advising, or customer service
  • Strong communication skills
  • Self-motivated and organized
  • Curious and coachable
  • Desire for a meaningful career
  • U.S. work authorization
  • Reliable internet and Windows-based laptop with camera

Benefits

  • 100% remote work
  • Flexible scheduling
  • Pre-qualified leads
  • Vested renewals
  • Full training and licensing support
  • Leadership roles for top performers
  • Mission-driven team environment
ArcheBridge logo

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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