Global Remote Client Advisor | Client Services

Globe Life AIL - Lisa Russel•Birmingham, AL

1d•Remote

About The Position

AO is expanding its virtual team and seeking motivated, people-focused professionals to join us as Global Remote Client Advisors. In this role, you'll connect virtually with individuals and families who have requested information about available benefits, help them understand their options, guide them through enrollment, and build lasting client relationships through exceptional service. Whether you're starting a new career, changing industries, or looking for greater flexibility and advancement potential, we provide the training, mentorship, licensing guidance, and ongoing professional development needed to help you get started. No previous insurance experience is required.

Requirements

Must be at least 18 years of age.
Must be legally authorized to work in the United States.
Must 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 through Zoom and phone.
Be willing to participate in 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, Client Relations, Sales, Hospitality, Healthcare, Education, Recruiting, Retail, Banking, Financial Services, Administrative Support, Account Management, Call Centers, Military Service, or Leadership may translate well.
Recent graduates and motivated career changers are encouraged to apply.
Excellent communication and interpersonal skills.
Positive, service-focused attitude.
Strong relationship-building abilities.
Self-motivation and personal accountability.
Goal-oriented and performance-driven mindset.
Dependability and professional follow-through.
Strong organization and time-management skills.
Adaptability and problem-solving abilities.
Comfort working independently from home.
Confidence using Zoom and virtual technology.
Coachability and openness to feedback.
Commitment to continuous professional development.
Integrity and a client-first approach.

Responsibilities

Connect with clients through scheduled Zoom and phone appointments.
Connect with individuals and families who have requested benefit information.
Ask questions to understand each client's needs and priorities.
Provide a professional and personalized client experience.
Answer questions clearly and accurately.
Build trust through active listening, professionalism, and dependable follow-up.
Explain available life, accident, and supplemental health insurance options.
Help clients understand coverage features and benefit choices.
Provide needs-based recommendations based on individual circumstances.
Guide clients through applications and enrollment.
Assist with beneficiary information and required documentation.
Help clients understand the coverage they select.
Provide ongoing service and follow-up after enrollment.
Provide continued client support.
Conduct applicable benefit and policy reviews.
Assist with service needs and updates.
Maintain accurate digital client records.
Build lasting relationships through consistent communication and exceptional service.