Remote Client Support Advisor

AIL•Kansas City, MO

17h•$95,000 - $115,000•Remote

About The Position

Globe Life AO is seeking motivated, service-oriented individuals to join their virtual team as Remote Client Support Advisors. In this position, you will connect with working families, union members, veterans, and eligible association members through Zoom and phone consultations. You will help clients understand available life, accident, and supplemental health insurance benefits, answer questions, identify coverage needs, and assist with electronic enrollment once appropriately licensed. This opportunity combines customer service, client relationship management, benefits education, and consultative insurance sales. No previous insurance experience is required. Structured training, licensing guidance, mentorship, and ongoing professional development are provided.

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

Responsibilities

Connect with company-provided leads and existing clients.
Schedule and conduct virtual Zoom and phone appointments.
Ask questions to understand individual and family financial-protection needs.
Explain available life, accident, and supplemental health insurance options.
Answer questions about coverage, benefits, and policy features.
Provide needs-based coverage recommendations once appropriately licensed.
Assist eligible clients with electronic applications and enrollment.
Maintain accurate digital client records and appointment information.
Provide ongoing customer service and applicable policy reviews.
Assist with beneficiary information and applicable policy service requests.
Educate clients about policy features, benefits, and enrollment options.
Explain available coverage solutions based on individual needs.
Help clients compare applicable coverage features.
Guide eligible clients through electronic applications.
Review application information for completeness.
Explain applicable next steps after enrollment.
Maintain accurate documentation and follow-up communication.
Follow company procedures and applicable state insurance requirements.
Participate in structured virtual onboarding.
Attend applicable team meetings, training, and coaching sessions.
Develop professional communication and presentation skills.
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 coverage 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.
Our approach emphasizes client education, appropriate recommendations, enrollment assistance, and ongoing service.
Representatives use technology such as Zoom, Phone and email, Digital presentation systems, Electronic enrollment platforms, Client-management tools, Online training resources.
Representatives have flexibility in organizing their schedules while maintaining consistent activity for client consultations, appointment scheduling, client follow-up, training, team communication, professional development, and production goals.
State insurance licensing guidance, Product and benefits education, Customer-service development, Client communication and relationship management, Consultative sales techniques, Virtual presentation skills, Electronic enrollment procedures, Digital documentation, One-on-one mentorship, Ongoing coaching, Leadership development.
Eligible representatives may have access to 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 resources, Performance recognition and incentive travel.
Representatives who demonstrate strong results, professionalism, consistency, and leadership potential may pursue additional responsibilities.
Future responsibilities may include training and mentoring newer representatives, coaching, recruiting, team development, performance accountability, and leadership.