Financial Protection Advisor | Remote Benefits | Training Provided

Globe Life AIL - Lisa Russel•Las Vegas, NV

5d•Remote

About The Position

AO is seeking motivated, service-oriented professionals to join our growing virtual team as Financial Protection Advisors. In this role, you'll meet virtually with individuals and families interested in learning more about available life, accident, and supplemental health insurance benefits. You'll help clients understand their options, identify their protection needs, complete enrollment when appropriate, and receive continued support throughout the client relationship. This opportunity combines customer service, financial protection education, relationship management, and consultative insurance sales within 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 computer or laptop
Maintain reliable high-speed internet
Have webcam and microphone capability
Maintain a quiet, professional workspace
Be comfortable conducting virtual client appointments
Be willing to complete required training
Hold or be willing and able to obtain the appropriate state Life & Health Insurance License

Nice To Haves

Previous experience in Customer Service, Healthcare, Education, Retail, Hospitality, Financial Services, Banking, Sales, Client Relations, Recruiting, Administrative Support, Account Management, or Leadership can be helpful.
Previous insurance experience is not required.
Strong communication skills, integrity, professionalism, coachability, and willingness to learn are highly valued.

Responsibilities

Conduct scheduled virtual consultations through Zoom and phone
Identify individual and family financial protection needs
Explain available life, accident, and supplemental health insurance options
Review coverage features and available benefits
Answer client questions clearly and professionally
Provide needs-based recommendations
Help clients make informed coverage decisions
Guide clients through applications and enrollment
Assist with required documentation
Maintain accurate digital client records
Provide ongoing service through policy and benefit questions, coverage reviews, beneficiary information updates, policy service requests, follow-up communication, claims-related guidance when applicable, and addressing changes in family protection needs.