Entry Level Family Benefits Agent | WORK FROM HOME

AIL • Lexington, KY

1d • Remote

About The Position

AO | Globe Life is expanding its virtual client-services team and seeking friendly, motivated, and dependable professionals for our Remote Client Success Specialist opportunity. This role involves connecting virtually with individuals and families, understanding their needs, explaining available supplemental benefits and financial protection options, assisting with enrollment, and providing ongoing service. The position combines customer care, client relationships, benefits education, and consultative insurance sales. Previous insurance experience is not required, as the company provides training, mentorship, licensing guidance, and professional development.

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
• Have reliable high-speed internet
• Have webcam and microphone capability
• Maintain a quiet, professional home workspace
• Be comfortable communicating through Zoom and phone
• Have basic computer and web-based technology skills
• Be willing to participate in required training
• Be willing and able to obtain the appropriate state Life & Health Insurance License
• Self-motivated
• Coachable
• Comfortable working independently
• Interested in a performance-based career with opportunities for professional growth and advancement

Nice To Haves

• Helped an upset customer find a solution
• Explained something complicated in simple terms
• Managed multiple appointments or priorities
• Built relationships with customers or clients
• Worked toward performance goals
• Followed up consistently
• Trained or supported coworkers
• Worked independently without constant supervision

Responsibilities

• Meeting with clients through scheduled Zoom and phone appointments
• Connecting with individuals interested in learning about available benefits
• Listening to client questions, concerns, and priorities
• Providing friendly and professional customer service
• Explaining information in clear, easy-to-understand language
• Following up with prospective and existing clients
• Assisting with applicable policy-service requests
• Helping with beneficiary-related updates
• Maintaining accurate digital records
• Managing scheduled appointments and follow-up activities
• Building lasting relationships through dependable service
• Conducting virtual benefit consultations
• Identifying individual and family protection needs
• Explaining coverage features and available options
• Answering questions about benefits
• Presenting solutions based on client needs
• Assisting eligible clients with applications
• Guiding clients through enrollment
• Completing required documentation
• Assisting with beneficiary information
• Conducting applicable policy reviews
• Providing continued service after enrollment
• Connecting → Listening → Educating → Recommending → Enrolling → Supporting

Benefits

• Weekly Pay
• Performance Bonuses
• Renewal & Residual Income Opportunities
• Career & Leadership Advancement
• Medical insurance reimbursement opportunities
• Company-supported life insurance
• Accidental Death Benefit coverage
• OPEIU Local 277 representation where applicable
• Professional coaching
• Leadership mentorship
• Virtual business technology and tools
• Career-development resources
• Company-sponsored incentive travel
• Leadership conferences and conventions
• Achievement awards
• Performance contests
• Professional-development experiences
• Team recognition
• Additional performance incentives

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed