Member Success Advisor

Remote Member Success Advisor – Exclusively Serving Credit Union Members (No Cold Calls)

Location: Remote | Employment Type: Full-Time | Geography: U.S. Based

Join a Mission-Driven Team Making a Real Difference

Are you looking for a remote career where you can truly help people and build a lasting income, all without the stress of traditional sales? AO Globe Life invites you to become a vital part of our team as a Remote Member Success Advisor. We partner exclusively with credit unions, connecting with members who already know and trust us. This isn’t just a job; it’s an opportunity to make a meaningful impact on people’s financial well-being through genuine conversations, not cold calls.

Your Role: Guiding Members to Success

As a Member Success Advisor, you will be the friendly, knowledgeable guide for credit union members seeking crucial benefits information. Your primary focus is building trust and providing value.

• Meet virtually with members via pre-scheduled video calls (Zoom), understanding their unique needs and goals.
• Clearly and empathetically explain available benefits options, cutting through jargon to provide clarity.
• Recommend solutions tailored to individual circumstances, ensuring members feel confident in their decisions.
• Maintain meticulous records and adhere strictly to compliance standards.
• Engage in continuous learning through dedicated weekly training and collaborative team development sessions.

Why This Opportunity Stands Out

We believe in empowering our team with the tools and environment needed to succeed both professionally and personally.

• 100% Remote Flexibility: Enjoy the freedom to work from home and design a schedule that fits your life.
• Qualified, Warm Leads: Say goodbye to cold calling. You’ll only connect with credit union members who have expressed interest and are ready to talk.
• Rewarding Compensation: Benefit from competitive pay and the long-term security of vested renewals, building a growing income stream.
• Comprehensive Support: Receive full training, licensing assistance, and ongoing mentorship to ensure your success.
• Real Career Growth: Opportunities for leadership and advancement are available for motivated, high-performing team members.
• Supportive Culture: Join a team that’s professional, highly effective, yet maintains a laid-back and incredibly supportive atmosphere.

Are You the Right Fit?

We’re looking for individuals who are passionate about helping others and ready to thrive in a remote environment.

You might be our ideal candidate if you:

• Possess experience in benefits, finance, advising, customer service, or a related field.
• Are an exceptional communicator with a genuine ability to connect with diverse individuals.
• Are self-motivated, highly organized, and capable of managing your own daily workflow effectively.
• Are coachable, curious, and committed to personal and professional growth.
• Seek a remote job that offers a powerful blend of purpose, flexibility, and strong earning potential.

Essential Requirements:

• Must be legally authorized to work in the U.S.
• Have reliable high-speed internet access.
• Own a Windows-based laptop equipped with a camera.

Ready to Build Your Remote Career?

This is more than just a remote job; it’s a career built on trust, service, and growth. If you’re ready to serve credit union members with confidence and care, apply today!