Benefits Planner | Work From Home | Entry Level
About The Position
AO Globe Life is seeking motivated, people-focused professionals to join our virtual team as Remote Benefits Specialists. In this role, you'll connect with individuals and families who have requested information about available benefits, meet with clients virtually, answer questions, explain coverage options, assist with enrollment, and provide ongoing customer service. We provide the training, mentorship, licensing guidance, and ongoing professional development needed to get started. This is a 100% remote, independent contractor opportunity with American Income Life / Globe Life. Compensation is commission-based and performance-driven; this is not an hourly or salaried position.
Requirements
- Be at least 18 years of age
- Be physically located within the United States
- Be legally authorized to work in the United States
- Have access to a reliable computer or laptop
- Maintain reliable high-speed internet
- Have webcam and microphone capability
- Maintain a quiet, professional workspace
- Be comfortable conducting virtual meetings through Zoom and phone
- Be willing to complete required training
- Be willing and able to obtain the appropriate state Life & Health Insurance License
Nice To Haves
- Previous experience in Customer Service, Client Services, Member Services, Call Centers, Retail, Hospitality, Healthcare, Banking, Financial Services, Education, Administrative Support, Military Service, Account Management, or Sales.
- Previous insurance experience is not required.
- Friendly and comfortable communicating with people
- Customer-focused and service-oriented
- An effective listener and problem solver
- Self-motivated and accountable
- Dependable and professional
- Organized with strong time-management skills
- Comfortable working independently from home
- Comfortable using Zoom and web-based applications
- Goal-oriented and motivated by performance
- Coachable and receptive to feedback
- Interested in developing professionally and financially
- Committed to providing ethical, client-focused service
Responsibilities
- Meet with clients through scheduled Zoom and phone appointments
- Connect with qualified individuals who have requested benefit information
- Ask questions to understand each client's needs and priorities
- Build professional, long-term client relationships
- Provide a positive and personalized virtual experience
- Explain available life, accident, and supplemental health insurance options
- Answer questions regarding benefits, policies, and coverage
- Help clients understand available solutions based on their individual needs
- Guide eligible clients through applications and enrollment
- Complete required documentation accurately and professionally
- Conduct policy reviews
- Assist with beneficiary updates and policy-service needs
- Answer coverage and policy questions
- Provide ongoing follow-up and client support
- Assist clients with appropriate claims-related guidance and service
- Maintain accurate digital records
- Follow company procedures and applicable state insurance requirements
Benefits
- Weekly Commission-Based Pay + Bonuses
- Flexible Scheduling
- Training & One-on-One Mentorship
- Renewal & Residual Income Opportunities
- Leadership & Management Career Path
- Medical insurance reimbursement opportunities
- Company-supported life insurance
- Accidental Death Benefit coverage
- Professional coaching and mentorship
- Leadership development programs
- Career advancement opportunities
- OPEIU Local 277 representation where applicable
- Virtual business technology and resources
- Company-sponsored incentive travel
- Leadership conferences and conventions
- Performance bonuses
- Recognition awards
- Professional development events
- Team achievement incentives
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
