FULL_TIME

FEED

YEAR

AO Globe Life, a wholly owned S&P 500 company, has been a trusted provider of supplemental benefits to labor unions, credit unions, and associations for decades. As a Remote Client Representative, you will guide families through virtual consultations, offering personalized financial solutions tailored to their needs.

<h3>About Us</h3>AO Globe Life, a wholly owned S&P 500 company, has been a trusted provider of supplemental benefits to labor unions, credit unions, and associations for decades. Licensed across 49 states, the District of Columbia, Canada, and New Zealand, we are committed to helping families protect their financial future.We’re expanding our remote team and seeking driven individuals who want to make a meaningful impact while building a flexible, work-from-home career.<hr/><h3>Position Overview</h3>As a Remote Client Representative, you will guide families through virtual consultations, offering personalized financial solutions tailored to their needs. With comprehensive training, mentorship, and industry-leading technology, you’ll have everything you need to succeed—without leaving home.<hr/><h3>What You’ll Do</h3><ul><li>Conduct virtual consultations to assess client needs and recommend appropriate solutions</li><li>Build and maintain long-term client relationships through ongoing communication and support</li><li>Manage administrative tasks, including scheduling, documentation, and maintaining client records</li><li>Deliver professional, service-focused interactions that build trust and confidence</li></ul><hr/><h3>Why Join AO Globe Life?</h3>No Cold Calling Work with warm, qualified leads from 30,000+ groups nationwide.Leads Provided at No Cost Focus on serving clients—no prospecting required.Weekly Pay + Bonuses Earn consistent weekly income with additional performance-based incentives.Lifetime Renewals Build long-term income through ongoing client relationships.Comprehensive Benefits Health insurance reimbursement, life insurance, and more.Union-Backed Structure Enjoy stability and protection through a union-supported environment.Mentorship & Training Receive full training and continuous support from experienced leaders.Industry-Leading Technology Access advanced tools designed to maximize efficiency and success.100% Remote Flexibility Work from home and manage your schedule independently.<hr/><h3>What We’re Looking For</h3><ul><li>Individuals passionate about helping others and making a difference</li><li>Competitive, goal-driven professionals motivated to succeed</li><li>Dependable, trustworthy, and accountable team members</li><li>Adaptable individuals eager to learn and grow in a remote environment</li></ul>Our team is diverse—ranging from recent graduates to experienced professionals across various industries. If you’re motivated and ready to build a meaningful career, this opportunity could be the right fit for you.<hr/><h3>Ready to Get Started?</h3>Take the next step toward a flexible, purpose-driven career where your effort drives your success.Apply today and begin building your future with AO Globe Life—from anywhere.Powered by JazzHR

Globe Life AIL - Lisa Russel

Remote Client Beginner Agent – Work From Home Opportunity

partner JazzHR

UNKNOWN

OTHER

You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy.

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses?For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path.At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity.Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.Role SummaryAs a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.What You'll Be Doing: <ul><li>Work with clients to obtain necessary information to prepare the annual reporting</li><li>Review documents submitted by clients for completeness and accuracy</li><li>Reconcile plans with only rollovers and plan stock using Excel and administration software</li><li>Utilize administration software to complete 401(k) testing and reporting</li><li>Make outgoing reminder calls and send emails to clients during the plan year reporting process</li><li>Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software</li><li>Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents</li></ul>Extra Tasks<ul><li>Share knowledge and explain complex topics simply </li><li>Training on concepts for a Retirement Plan Administrator I</li><li>Performs other duties as required</li></ul>Requirements<ul><li>Must be 18 years of age</li><li>Excellent verbal and written communication skills</li><li>Meticulous attention to detail and proactive approach to problem solving</li><li>Skills in customer service, organization, and collaboration</li><li>Adequate math and analytical skills</li><li>Proficiency in using Microsoft Excel, Word, and Outlook</li><li>Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred</li><li>Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred</li><li>Ability to work in an autonomous environment where you can be a self-directed worker </li><li>Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen.</li></ul>Additional Requirements<ul><li>Must pass a background check</li><li>Must meet work from home requirements to qualify </li><li>Complete continuing education based upon current certifications</li></ul>For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: <ul><li>A designated workspace (such as a home office) where you can concentrate and be productive.</li><li>Reliable high-speed internet to ensure seamless communication and collaboration.</li></ul>Benefits<ul><li>Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success. </li><li>Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.</li><li>Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!</li><li>Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.</li><li>Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.</li><li>An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.</li><li>Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.</li></ul>This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position.

Work From Home Jobs in Alexandria, LA

Globe Life AIL - Lisa Russel

Guidant Financial