Remote Client Growth Advisor

AIL • Des Moines, IA

17h • Remote

About The Position

This is a remote, client-facing insurance sales and service opportunity that combines customer service, relationship management, benefits education, and consultative sales. You'll connect with working families, veterans, labor union members, credit union members, and eligible association members through virtual Zoom and phone consultations. Your responsibilities will include explaining available life, accident, and supplemental health insurance benefits, answering questions, identifying coverage needs, making appropriate recommendations once licensed, and assisting clients with enrollment. No previous insurance experience is required to apply. This opportunity is ideal for individuals who enjoy helping people, building relationships, learning new skills, and working toward meaningful personal and professional goals.

Requirements

• Be at least 18 years old.
• Be physically located in an eligible U.S. location.
• Be legally authorized to work in the United States.
• Have access to a dependable laptop or desktop computer.
• Maintain reliable high-speed internet.
• Have a webcam and microphone.
• Have a quiet, professional home workspace.
• Be comfortable using Zoom, phone, and digital applications.
• Be willing to participate in required training.
• Understand the commission-only compensation structure.
• Hold or be willing and able to obtain the appropriate state Life & Health Insurance License.

Nice To Haves

• Previous experience in customer service, retail, hospitality, healthcare, banking, education, administration, military service, insurance, or sales is welcome but not required.
• No college degree or previous insurance experience is required.

Responsibilities

• Connect with prospective and existing clients through phone and Zoom.
• Schedule and conduct virtual benefit appointments.
• Build trust and establish professional client relationships.
• Ask questions to understand individual and family coverage needs.
• Explain available life, accident, and supplemental health insurance options.
• Answer questions about benefits and policy features.
• Provide needs-based coverage recommendations once appropriately licensed.
• Help eligible clients complete electronic applications.
• Welcome new clients and explain applicable enrollment next steps.
• Provide follow-up customer service.
• Assist with applicable policy reviews.
• Help clients understand available policy-service options.
• Maintain accurate client information and appointment records.
• Respond professionally to client questions.
• Build lasting relationships through communication and reliable service.
• Manage your virtual appointment schedule.
• Maintain accurate digital records.
• Complete required documentation.
• Participate in virtual training and coaching.
• Develop communication and presentation skills.
• Follow applicable company procedures and state insurance requirements.
• Work toward individual production and professional-development goals.

Benefits

• Medical insurance reimbursement opportunities
• Company-supported life insurance
• Accidental Death Benefit coverage
• Renewal and residual income opportunities
• Leadership-development programs
• Ongoing mentorship
• OPEIU Local 277 representation where applicable
• Recognition programs
• Performance-based incentive travel

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed