Remote Client Benefits Consultant | Entry Level

Globe Life AIL - Lisa Russel•Portland, OR

1d•Remote

About The Position

AO is seeking motivated, service-oriented professionals to join our growing virtual team as Virtual Family Benefits Advisors. In this role, you'll meet virtually with individuals and families seeking information about available benefits, help them understand their financial protection options, and provide personalized guidance based on their needs. This opportunity combines customer service, benefits education, relationship management, and consultative insurance sales in a fully remote environment. No previous insurance experience is required. We provide comprehensive training, licensing guidance, mentorship, and ongoing professional development.

Requirements

Be at least 18 years of age
Be legally authorized to work in the United States
Be physically located within the United States
Have access to a reliable computer or laptop with webcam and microphone
Maintain reliable high-speed internet
Maintain a quiet, professional home workspace
Be comfortable communicating with clients through Zoom and phone
Be willing to complete required training and professional development
Be willing and able to obtain the appropriate state Life & Health Insurance License
Genuine interest in helping individuals and families
Excellent verbal and written communication
Strong relationship-building skills
Active listening and problem-solving abilities
Professionalism and integrity
Positive, service-focused attitude
Self-motivation and personal accountability
Goal-oriented mindset
Strong organization and time management
Dependable follow-through
Comfort working independently from home
Ability to collaborate within a virtual team
Basic computer proficiency
Coachability and willingness to learn
Commitment to continuous personal and professional development

Nice To Haves

Experience in Customer Service
Experience in Healthcare
Experience in Education
Experience in Hospitality
Experience in Retail
Experience in Financial Services
Experience in Banking
Experience in Sales
Experience in Client Relations
Experience in Administrative Support
Experience in Account Management
Experience in Call Centers
Experience in Recruiting
Military Service
Leadership experience

Responsibilities

Conduct scheduled Zoom and phone consultations with prospective and existing clients.
Learn about each family's needs and financial protection priorities.
Answer questions regarding available benefits.
Explain life, accident, and supplemental health insurance options.
Review coverage features in clear, easy-to-understand language.
Provide needs-based recommendations.
Help families evaluate available options.
Guide clients through applications and enrollment.
Assist with required documentation.
Maintain accurate digital client records.
Provide continued service by maintaining professional follow-up, answering policy and benefit questions, assisting with applicable policy reviews, helping with beneficiary information updates when appropriate, responding to ongoing service needs, and maintaining accurate client documentation.
Build trust through dependable communication and exceptional service.