Remote Client Service Consultant
About The Position
AO Globe Life is expanding its virtual team and seeking motivated, dependable, and customer-focused individuals to join us as Remote Client Service Consultants. In this position, you'll connect with prospective and existing clients through scheduled Zoom and phone appointments, explain available life, accident, and supplemental health insurance benefits, assist with coverage enrollment once licensed, and provide continued client support. You'll work with individuals and families interested in learning about available benefits, helping them understand their options and make informed coverage decisions. This position combines customer service, client relationship management, benefits education, and consultative insurance sales. No previous insurance experience is required to apply. We provide structured training, licensing guidance, one-on-one 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 dependable high-speed internet.
- Have webcam and microphone capability.
- Maintain a quiet, professional home workspace.
- Be comfortable communicating through Zoom and phone.
- Demonstrate professional communication skills.
- Be willing to complete required training.
- Be comfortable with consultative insurance sales.
- Understand the commission-only compensation structure.
- 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.
Nice To Haves
- Previous experience in customer service, retail, hospitality, healthcare, banking, education, administration, call centers, military service, client relations, financial services, or sales may be helpful but is not required.
Responsibilities
- Contact prospective and existing clients using company-provided opportunities.
- Schedule and conduct Zoom and phone consultations.
- Establish trust through professional, respectful communication.
- Listen carefully to individual and family needs.
- Answer questions clearly and accurately.
- Maintain consistent follow-up communication.
- Manage appointments and digital client records.
- Build long-term relationships through dependable service.
- Explain available life, accident, and supplemental health insurance products.
- Review relevant coverage options and policy features.
- Conduct client-focused needs assessments.
- Provide appropriate recommendations based on client needs.
- Answer questions about coverage and enrollment.
- Assist eligible clients with electronic applications.
- Review required documentation for completeness.
- Follow applicable state insurance regulations and company procedures.
- Providing professional follow-up after enrollment.
- Explaining applicable next steps.
- Responding to policy-related questions.
- Assisting with applicable policy reviews.
- Helping clients navigate beneficiary information and policy-service requests.
- Directing clients to appropriate claims-support resources when needed.
- Maintaining accurate digital client records.
- Building lasting relationships through dependable service.
- Complete virtual onboarding and product training.
- Attend applicable coaching sessions and team meetings.
- Strengthen communication and presentation skills.
- Learn digital enrollment and client-management systems.
- Develop consultative sales and relationship-building skills.
- Work toward individual performance and professional-development goals.
- Connect → Listen → Understand Needs → Educate → Recommend → Enroll → Support
Benefits
- 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 technology and resources
- Performance recognition programs
- Company-sponsored incentive travel
- Leadership conferences
- Achievement awards
- Team-development events
- Professional-development experiences
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
