Remote Customer Benefits Advisor

AIL•Lexington, KY

16h•Remote

About The Position

Globe Life AO is expanding its virtual team and seeking motivated, dependable, and service-oriented individuals to join us as Remote Customer Benefits Advisors. You'll connect with individuals and families through scheduled Zoom and phone appointments to discuss available life, accident, and supplemental health insurance benefits. Your responsibilities include understanding client needs, explaining coverage options, answering questions, recommending appropriate solutions once licensed, assisting with electronic enrollment, and providing ongoing client support. This opportunity combines customer service, benefits education, client relationship management, 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

Connect With Clients Virtually: Contact prospective and existing clients using company-provided opportunities. Schedule and conduct Zoom and phone consultations. Establish trust through professional, respectful communication. Ask questions to understand individual and family protection needs. Listen to concerns and answer questions clearly. Maintain organized appointment and follow-up schedules.
Explain Available Insurance Benefits: Educate clients about available life, accident, and supplemental health insurance products. Review relevant coverage options and policy features. Conduct client-focused needs assessments. Provide appropriate recommendations once licensed. Answer questions about benefits and enrollment. Assist eligible clients with electronic applications. Review required documentation for completeness. Follow applicable state insurance regulations and company procedures.
Provide Ongoing Customer Service: Follow up with clients throughout the enrollment process. Explain applicable next steps after enrollment. Respond professionally to policy-related questions. Assist with applicable policy reviews. Help clients navigate beneficiary information and policy-service requests. Direct clients to appropriate claims-support resources when needed. Maintain accurate digital client records. Build long-term relationships through dependable service.
Participate in Professional Development: 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.