Client Enrollment Representative | FULLY REMOTE
About The Position
AO is seeking motivated, coachable professionals to join our growing virtual team as Professional Development Associates. This opportunity combines customer service, client education, and consultative sales while providing ongoing training designed to help you strengthen your communication, business, and leadership skills. You'll work with individuals and families who have requested information about available benefits, helping them understand their options and make informed decisions. No prior insurance experience is required. We provide training, licensing guidance, mentorship, and ongoing professional development. As a Professional Development Associate, you'll begin by learning our client service and benefits enrollment process while developing the skills necessary for increased responsibility and future leadership opportunities. Our approach centers on listening before recommending, educating rather than pressuring, understanding each client's individual needs, providing exceptional customer service, building long-term relationships, and developing future leaders from within. This is a client-facing insurance opportunity with a sales component, but our focus is on needs-based education, service, and relationship building—not high-pressure tactics.
Requirements
- Be at least 18 years old
- Be physically located within the United States
- Be legally authorized to work in the United States
- Have a computer or laptop with webcam and microphone
- Maintain reliable high-speed internet
- Have a quiet, professional workspace
- Be comfortable communicating through Zoom and other virtual platforms
- Be willing and able to obtain the required state Life & Health Insurance License
- Strong communicators and active listeners
- Customer-focused and comfortable working with people
- Motivated by personal and professional growth
- Coachable and receptive to feedback
- Self-disciplined and accountable
- Organized with strong time-management skills
- Comfortable working independently from home
- Goal-oriented and willing to learn
- Interested in developing leadership skills
Nice To Haves
- Previous experience is not required.
- Backgrounds that often provide transferable skills include: Customer Service, Retail, Hospitality, Healthcare, Education, Administrative Support, Banking, Client Relations, Call Centers, Military Service, Sales, Management
Responsibilities
- Meet with clients through scheduled Zoom and phone appointments
- Learn about each client's needs and priorities
- Explain available life, accident, and supplemental health benefit options
- Answer questions clearly and professionally
- Help clients evaluate coverage options
- Guide eligible clients through applications and enrollment
- Provide ongoing support following enrollment
- Build trust through active listening and professional communication
- Maintain consistent client follow-up
- Develop long-term relationships with individuals and families
- Assist with policy reviews, beneficiary updates, and service needs
- Deliver a positive client experience from initial consultation through ongoing service
- Participate in weekly coaching and professional development
- Work directly with experienced mentors
- Strengthen communication, presentation, and problem-solving skills
- Learn team-building and leadership fundamentals
- Develop goal-setting and performance-management skills
- Prepare for future training, mentorship, and leadership responsibilities
Benefits
- Medical reimbursement program
- Company-supported life insurance
- Accidental death benefit coverage
- Renewal and residual income opportunities
- Leadership development programs
- Professional conferences
- Performance recognition
- Incentive travel opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
