Remote Benefits Service Advisor

AIL•Jacksonville, FL

21h•Remote

About The Position

Globe Life AO is seeking motivated, service-oriented individuals to join our virtual team as Remote Benefits Service Advisors. In this role, you'll work with working families, veterans, labor union members, credit union members, and eligible association members through scheduled Zoom and phone consultations. You'll help clients understand available life, accident, and supplemental health insurance benefits, answer questions, identify individual coverage needs, assist with electronic enrollment once appropriately licensed, and provide ongoing customer service. This opportunity combines customer service, client relationship management, benefits education, and consultative insurance sales. Whether you're beginning your professional career, returning to the workforce, or transitioning from another industry, we provide structured training, licensing guidance, mentorship, and professional development. No previous insurance experience is required to apply. This is a client-facing insurance sales and service position—not an hourly administrative or inbound-only customer-service role.

Requirements

Be at least 18 years old.
Be physically located within an eligible U.S. location.
Be legally authorized to work in the United States.
Have a reliable computer or laptop.
Maintain dependable high-speed internet.
Have webcam and microphone capability.
Maintain a quiet, professional home workspace.
Be comfortable communicating through Zoom and phone.
Demonstrate strong communication and interpersonal skills.
Be professional, dependable, and self-motivated.
Be able to work independently and manage a flexible schedule.
Be comfortable with consultative insurance sales.
Understand the commission-only compensation structure.
Be willing to complete applicable training.
Hold or be willing and able to obtain the required state Life & Health Insurance License.
Be able to complete applicable state licensing and background requirements.
No prior insurance experience is required.
Must provide reliable desktop or laptop computer.
Must provide high-speed internet connection.
Must provide webcam and microphone.
Must provide dependable phone capability.
Must provide a quiet, professional workspace.
Basic computer proficiency.

Nice To Haves

Previous experience in Customer Service.
Previous experience in Client Relations.
Previous experience in Client Success.
Previous experience in Sales.
Previous experience in Insurance.
Previous experience in Account Management.
Previous experience in Retail.
Previous experience in Hospitality.
Previous experience in Healthcare.
Previous experience in Financial Services.
Previous experience in Call Centers.
Previous experience in Leadership.
Previous experience in Coaching.
Previous experience in Team Development.
Coachable.
Organized.
Goal-oriented.
Genuinely interested in helping families.

Responsibilities

Connect with company-provided client opportunities and existing clients.
Schedule and conduct virtual appointments through Zoom and phone.
Welcome clients and establish professional relationships.
Ask questions to understand individual and family needs.
Listen carefully to client questions and concerns.
Explain available life, accident, and supplemental health insurance options.
Answer questions about policy features, benefits, and coverage.
Provide needs-based coverage recommendations once appropriately licensed.
Assist eligible clients with electronic applications and enrollment.
Maintain accurate digital client records and appointment information.
Provide ongoing customer service and applicable policy reviews.
Assist with beneficiary information and applicable policy service requests.
Help direct clients through appropriate claims-support processes.
Educate clients about available insurance products and benefits.
Help clients understand how coverage may fit their individual needs.
Explain applicable policy features and enrollment options.
Guide eligible clients through electronic applications.
Review application information for completeness.
Explain next steps after enrollment.
Follow up with clients regarding coverage decisions.
Maintain accurate documentation and follow-up records.
Follow company procedures and applicable state insurance requirements.
Participate in structured virtual onboarding.
Attend applicable team meetings, training, and coaching sessions.
Strengthen communication and customer-service skills.
Develop confidence conducting virtual presentations.
Learn digital enrollment and client-management systems.
Receive mentorship from experienced representatives and agency leadership.
Work toward individual production and professional-development goals.
Contact interested individuals, respond to inquiries, confirm appointments, and conduct follow-up.
Meet with clients through Zoom or phone to discuss their needs and available benefits.
Explain insurance products and coverage options clearly and professionally.
Once licensed, help eligible clients complete electronic applications and required documentation.
Answer policy questions, assist with applicable policy reviews, and maintain client relationships.
Participate in virtual product education, professional-development sessions, and mentorship.
Manage appointments, digital records, follow-up, and daily business activity from your home office.
Representatives receive access to company-provided client opportunities, including individuals and families who have expressed interest in receiving benefit information.
The position may involve outbound calls, appointment scheduling, and client follow-up.
Representatives have flexibility in organizing their schedules while maintaining consistent activity for client consultations, appointment scheduling, client follow-up, training, team communication, professional development, and production goals.
State insurance licensing guidance.
Product and benefits education.
Customer-service development.
Client communication and relationship management.
Consultative sales techniques.
Virtual presentation skills.
Electronic enrollment procedures.
Digital documentation.
One-on-one mentorship.
Ongoing coaching.
Leadership development.
Training is provided at no cost but is not hourly compensated.
Representatives must obtain the appropriate state Life & Health Insurance License before performing activities requiring licensure.
Eligible representatives may have access to medical insurance reimbursement opportunities, company-supported life insurance, Accidental Death Benefit coverage, renewal and residual income opportunities, professional coaching and mentorship, leadership-development programs, OPEIU Local 277 representation where applicable, virtual business resources, and performance recognition and incentive travel.
Representatives who demonstrate strong results, professionalism, consistency, and leadership potential may pursue additional responsibilities.
Future responsibilities may include training and mentoring newer representatives, coaching, recruiting, team development, performance accountability, and leadership.
Management advancement is performance-based and is not guaranteed.