Work From Home Client Advisor | Career Advancement

AIL•Phoenix, AZ

6d•Remote

About The Position

Globe Life AO is seeking motivated, service-oriented professionals to join their growing remote team as Client Success Specialists. This role involves building meaningful relationships, guiding clients through financial protection decisions, and growing within a company that values mentorship, professional development, and long-term success. The company provides training and support for individuals beginning a new career or seeking their next opportunity. Globe Life AO has served working families for over 70 years and operates as a remote-first organization, investing in employee training, leadership development, and performance-based advancement.

Requirements

Must be legally authorized to work in the United States
Reliable high-speed internet connection
Windows-based computer with webcam
Professional home office environment
Ability to obtain any required state insurance licensing (licensing guidance provided)
Excellent communication and active listening skills
Strong problem-solving abilities
Positive attitude and willingness to learn
Self-motivation and accountability
Ability to work independently while collaborating remotely
Strong organizational and time-management skills
Comfort using computers, Zoom, and virtual communication tools
Be at least 18 years of age and legally eligible to work in the United States
Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
Complete required training and participate in virtual meetings
Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense

Nice To Haves

Previous experience in customer service, client relations, healthcare, hospitality, education, financial services, or sales is helpful—but not required.
We value integrity, coachability, professionalism, and a genuine passion for helping others.

Responsibilities

Guide new clients through the onboarding process
Conduct virtual consultations through Zoom and phone
Answer questions and provide professional support throughout the client experience
Educate clients on available supplemental benefit programs
Help clients identify coverage options that fit their individual needs
Assist with enrollment and policy updates
Maintain ongoing communication with clients
Provide continued service and policy reviews
Build trust through exceptional customer care and follow-up
Maintain accurate client records and appointment schedules
Ensure compliance with company policies and applicable state regulations
Utilize virtual tools to manage workflow efficiently