Legacy Protection Advisor | Remote Member Benefits & Insurance Services

AIL•Raleigh, NC

18h•Remote

About The Position

AO is seeking motivated, service-driven professionals to join their growing virtual team as Legacy Protection Advisors. In this role, you will work with individuals and families who are seeking information about available life insurance and supplemental benefits, helping them understand their options and make informed decisions about protecting the people they care about most. This opportunity combines member service, benefits education, relationship building, and consultative insurance sales within a fully remote environment. No prior insurance experience is required. AO provides comprehensive training, mentorship, licensing guidance, and ongoing professional development. AO operates within the American Income Division of Globe Life and has a long history of serving working families and members of various organizations throughout North America. They help provide supplemental insurance protection to individuals and families, including members of labor unions, credit unions, associations, veterans, and other groups. Their culture is centered on exceptional member service, integrity and professionalism, long-term client relationships, personal accountability, continuous learning, leadership development, and performance-based advancement. Their goal is to build relationships that allow them to continue serving families as their needs change over time.

Requirements

Be at least 18 years of age
Be legally authorized to work in the United States
Be physically located within the United States
Hold or be willing and able to obtain the appropriate state Life & Health Insurance License
Have access to a computer or laptop with webcam capability
Maintain reliable high-speed internet
Have microphone capability
Maintain a quiet, professional home workspace
Be comfortable meeting with members virtually
Be willing to complete required training and professional development
Excellent verbal and written communication
Strong interpersonal and relationship-building skills
Active listening and problem-solving abilities
Self-motivation and personal accountability
Strong organization and time management
Professionalism, integrity, and reliability
Confidence working independently
Comfort using Zoom and virtual communication tools
Ability to learn new technology and systems
Results-oriented mindset
Coachability and openness to feedback
Commitment to providing exceptional member service

Nice To Haves

Previous experience in Customer Service
Sales
Member Services
Financial Services
Insurance
Banking
Healthcare
Recruiting
Retail
Hospitality
Account Management
Business Development
Leadership or Management

Responsibilities

Conduct scheduled virtual consultations through Zoom and phone
Connect with members interested in learning about available benefits
Identify individual and family financial protection needs
Explain life insurance and supplemental benefit options clearly
Answer questions regarding coverage, policy features, and available benefits
Provide needs-based recommendations
Guide members through applications and enrollment
Assist with required documentation and account information
Provide ongoing support through policy reviews, beneficiary information updates, coverage questions, account and policy service requests, claims-related guidance and assistance, follow-up communication, and addressing changes in family protection needs.