Remote Client Relations Advisor

AIL•Columbus, OH

16h•Remote

About The Position

Globe Life AO is seeking motivated, service-minded individuals to join our virtual team as Remote Client Relations Advisors. In this role, you'll help individuals and working families understand available life, accident, and supplemental health insurance benefits. Through Zoom and phone consultations, you'll listen to client needs, explain available options, assist with enrollment once licensed, and maintain long-term client relationships. This opportunity combines customer service, client relationship management, benefits education, 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 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 reliable high-speed internet.
Have webcam and microphone capability.
Maintain a quiet, professional workspace.
Be comfortable with virtual client appointments.
Be comfortable with consultative insurance sales.
Understand the commission-based compensation structure.
Be willing to complete required training.
Hold or be willing and able to obtain the required state Life & Health Insurance License.

Nice To Haves

Customer Service
Client Relations
Member Services
Call Centers
Retail
Hospitality
Healthcare
Banking
Financial Services
Education
Administration
Recruiting
Sales
Account Management

Responsibilities

Meet with clients through scheduled Zoom and phone appointments.
Connect with individuals interested in learning about available benefits.
Ask questions to understand each client's priorities and financial-protection needs.
Answer questions clearly, professionally, and accurately.
Maintain positive relationships through responsive communication.
Follow up with prospective and existing clients.
Assist with applicable policy reviews and beneficiary information.
Maintain accurate client records and appointment information.
Explain available life, accident, and supplemental health insurance options.
Help clients understand coverage features and available benefits.
Provide needs-based recommendations once appropriately licensed.
Assist eligible clients with electronic applications and enrollment.
Review application information for completeness.
Explain applicable next steps after enrollment.
Follow company procedures and applicable state insurance regulations.
Participate in structured virtual onboarding.
Attend applicable training and coaching sessions.
Develop communication, presentation, and relationship-management skills.
Receive mentorship from experienced representatives and agency leadership.
Learn digital enrollment and client-management systems.
Participate in professional and leadership development.
Contact interested individuals, confirm appointments, respond to inquiries, and conduct follow-up.
Meet with clients through Zoom or phone to discuss their needs and available benefits.
Explain insurance options in a clear, understandable manner.
Once licensed, help eligible clients complete applications and enrollment documentation.
Answer questions, assist with applicable coverage reviews, and maintain professional relationships.
Participate in virtual coaching, product education, and professional-development activities.
Manage appointments, digital records, follow-up, and daily business activity from your home office.
Representatives have access to qualified client opportunities, including individuals and families who have requested or expressed interest in receiving information about available benefits.
This position may involve outbound calls, appointment scheduling, and client follow-up.
Our approach emphasizes listening, educating, recommending appropriate options, and providing continued service.