Remote Client Benefits Consultant

AIL•Omaha, NE

14h•Remote

About The Position

Globe Life AO is seeking motivated, service-oriented individuals to join their virtual team as Remote Client Benefits Consultants. This role involves working with working families, veterans, labor union members, credit union members, and eligible association members through scheduled Zoom and phone consultations. The primary responsibilities include helping clients understand available life, accident, and supplemental health insurance benefits, answering questions, identifying coverage needs, providing appropriate recommendations once licensed, assisting with electronic enrollment, and maintaining long-term client relationships. This opportunity combines customer service, benefits education, relationship management, and consultative insurance sales. Structured training, licensing guidance, mentorship, and ongoing development are provided. No previous insurance experience is required.

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.
Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
Complete required training and participate in virtual meetings
Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense

Nice To Haves

Previous experience in Customer Service
Client Relations
Client Success
Sales
Insurance
Account Management
Retail
Hospitality
Healthcare
Financial Services
Call Centers
Leadership
Coaching
Team Development
Individuals who are coachable, organized, goal-oriented, and genuinely interested in helping families.

Responsibilities

Connect with company-provided client opportunities and existing clients.
Schedule and conduct virtual Zoom and phone appointments.
Build rapport and establish professional client relationships.
Ask questions to understand individual and family financial-protection needs.
Listen carefully to client questions and concerns.
Explain available life, accident, and supplemental health insurance options.
Answer questions about coverage, benefits, and policy features.
Provide appropriate, needs-based recommendations once licensed.
Assist eligible clients with electronic applications and enrollment.
Maintain accurate digital records and appointment schedules.
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.
Assist with beneficiary information and applicable policy service requests.
Conduct applicable policy and benefits reviews.
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 customer-service and communication skills.
Develop confidence in 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 requested or expressed interest in receiving benefit information.
The position may involve outbound calls, appointment scheduling, and client follow-up.