Remote Benefits & Client Advisor | Work From Home | Training Provided
About The Position
AO is expanding its virtual team and seeking motivated, people-focused professionals to join us as Remote Benefits & Client Advisors. You'll meet virtually with individuals and families who are seeking information about available benefits, help them understand their options, and guide them through important decisions regarding life, accident, and supplemental health insurance protection. This position combines client service, benefits education, relationship management, and consultative insurance sales. No previous insurance experience is required. We provide 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 meeting with clients virtually
- Be willing to participate in required training
- Hold or be willing and able to obtain the appropriate state Life & Health Insurance License
- Excellent communication and active-listening skills
- Genuine interest in helping people
- Strong relationship-building abilities
- Professionalism and integrity
- Self-motivation and personal accountability
- Positive, solutions-focused attitude
- Strong organization and time management
- Dependable follow-through
- Ability to work independently
- Comfort communicating through Zoom and phone
- Basic computer proficiency
- Coachability and openness to feedback
- Desire to continuously learn and improve
Nice To Haves
- Previous experience in Customer Service
- Client Relations
- Sales
- Healthcare
- Retail
- Hospitality
- Education
- Banking
- Financial Services
- Call Centers
- Recruiting
- Administrative Support
- Account Management
- Military Service
- Leadership
Responsibilities
- Connect with individuals who have requested information regarding available benefits
- Ask questions to understand each client's needs and priorities
- Explain available life, accident, and supplemental health insurance options
- Answer benefit and coverage questions clearly
- Help clients compare and understand available options
- Provide needs-based recommendations
- Assist with applications and enrollment
- Complete required documentation
- Maintain accurate digital client records
- Provide professional follow-up and ongoing service
- Continue supporting clients through policy and benefit questions, coverage reviews, beneficiary updates, policy service requests, follow-up communication, claims-related guidance, and changes in family protection needs.
- Focus on benefits education, scheduled virtual consultations, needs-based conversations, enrollment assistance, client relationship development, follow-up, and ongoing policy service.
- Mentoring new representatives
- Training and coaching
- Team development
- Client relationship management
- Business development
- Leadership
- Management
Benefits
- Company-supported life insurance
- Medical reimbursement program
- Renewal income opportunities
- Professional development resources
- Leadership development programs
- Professional conferences
- Recognition events
- Performance contests
- Advanced coaching and mentorship
- Company-sponsored incentive trips
- Leadership events
- Team experiences
- Recognition travel
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
