Remote Client Protection Advisor | Entry Level
About The Position
AO is expanding its virtual organization and seeking ambitious professionals to join us as Remote Insurance Operations Leaders. This opportunity combines hands-on client experience, team development, coaching, performance management, and business growth within a fully remote environment. You'll learn our business from the client level while developing the skills necessary to mentor representatives, build teams, and pursue higher levels of leadership. AO provides the systems, mentorship, training, and development opportunities to help you grow. As a Remote Insurance Operations Leader, you'll develop your business and leadership skills while working directly with clients and supporting the development of other representatives. This is a hands-on leadership opportunity—not a traditional salaried corporate management position. Successful leaders understand the client experience first, demonstrate strong personal performance, and then use that knowledge to help others develop.
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 with webcam and microphone
- Maintain reliable high-speed internet
- Have a quiet, professional home workspace
- Be comfortable conducting business through Zoom and other virtual platforms
- Be willing to participate in required training and professional development
- Be willing and able to obtain the appropriate state Life & Health Insurance License
- 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
- Strong leadership potential
- Excellent verbal and written communication
- Ability to coach, encourage, and develop others
- Results-oriented mindset
- Strong interpersonal and relationship-building abilities
- Personal accountability and self-discipline
- Excellent organization and time management
- Strong problem-solving and decision-making abilities
- Ability to set goals and follow through
- Confidence working independently
- Comfort using Zoom and virtual business systems
- Professionalism and integrity
- Coachability and openness to feedback
- Desire for continuous professional development
- Commitment to building a positive, high-performance culture
Nice To Haves
- Experience in Insurance
- Sales
- Customer Service
- Operations
- Account Management
- Business Development
- Recruiting
- Financial Services
- Healthcare Management
- Retail Management
- Hospitality Management
- Military Leadership
- Training & Development
- Coaching
- Entrepreneurship
- Previous insurance experience can be beneficial but is not required.
- Professionals with transferable leadership, coaching, sales, service, or management experience are encouraged to apply.
Responsibilities
- Client relationship management
- Coaching and mentorship
- Representative onboarding and development
- Team performance
- Training
- Accountability
- Business growth
- Leadership development
- Mentor and support remote insurance representatives
- Help onboard and develop new team members
- Conduct virtual coaching and development sessions
- Establish individual and team performance goals
- Provide constructive feedback and accountability
- Identify strengths and development opportunities
- Help representatives improve communication and client-service skills
- Recognize performance and professional growth
- Foster a positive, collaborative, results-focused culture
- Lead through consistency, professionalism, and example
- Conduct scheduled Zoom and phone appointments
- Connecting with clients who have requested benefit information
- Identifying individual and family protection needs
- Explaining life, accident, and supplemental health insurance options
- Providing needs-based recommendations
- Guiding clients through applications and enrollment
- Building long-term client relationships
- Providing ongoing service and follow-up
- Monitor individual and team activity
- Track performance and development goals
- Identify opportunities to improve productivity
- Strengthen client-service standards
- Support onboarding and training initiatives
- Utilize CRM and virtual business systems
- Maintain accurate records and documentation
- Reinforce company procedures and applicable compliance requirements
- Collaborate with senior leadership on team development and growth
- Create greater accountability and consistency across the team
Benefits
- Medical reimbursement program
- Company-supported life insurance
- Accidental Death Benefit coverage
- Renewal and residual income opportunities
- Leadership mentorship
- Professional development resources
- Union representation and support where applicable
- Virtual business systems and technology
- Performance recognition programs
- Leadership conferences
- Professional development events
- Team-building experiences
- Leadership recognition
- Performance-Based Incentive Travel
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
