Remote Client Growth Advisor | Work From Home
About The Position
AO is seeking motivated, people-focused professionals to join our expanding virtual team as Remote Client Growth Advisors. In this role, you'll work with individuals and families who have requested information about available benefits, helping them understand their options, identify their needs, and make informed decisions about protecting their financial future. You'll combine client service, relationship building, benefits education, and consultative sales while developing valuable communication, business, and leadership skills. AO provides the training, mentorship, systems, and ongoing professional development to help you get started. No previous insurance experience is required.
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
- Maintain reliable high-speed internet
- Have webcam and microphone capability
- Maintain a quiet, professional 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
Nice To Haves
- Previous insurance experience is not required.
- Experience in Customer Service, Sales, Hospitality, Healthcare, Retail, Education, Financial Services, Banking, Recruiting, Administration, Client Relations, Account Management, Military Service, Leadership, or Management may translate particularly well.
- We place significant value on communication skills, professionalism, work ethic, coachability, accountability, and willingness to learn.
Responsibilities
- Meet with clients through scheduled Zoom and phone appointments
- Connect with individuals and families who have requested benefit information
- Learn about each client's needs, priorities, and financial protection goals
- Answer questions clearly and professionally
- Build trust through active listening and personalized service
- Maintain consistent follow-up communication
- Develop long-term client relationships rather than focusing solely on one-time transactions
- Explain supplemental life, accident, and health insurance benefits
- Review available coverage options and features
- Identify individual and family protection needs
- Provide needs-based recommendations
- Present information in a clear, professional, easy-to-understand manner
- Guide clients through applications and enrollment
- Assist with required documentation
- Provide ongoing service following enrollment
- Maintain accurate digital client records
Benefits
- Medical Reimbursement Program
- Company-Supported Life Insurance
- Renewal & Residual Income
- Leadership Development
- Recognition & Incentive Travel
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
