Remote Customer Service & Sales Representative – Work From Home
About The Position
AO is expanding its virtual team and seeking motivated, service-oriented professionals to join us as Remote Customer Service & Sales Representatives. In this role, you'll connect with clients who have requested information about available benefits, answer questions, conduct virtual benefit reviews, and help individuals and families understand coverage options that may fit their needs. This role combines customer service, client relationship management, benefits education, and consultative sales. It is a strong fit for individuals who enjoy helping people while being motivated by performance and professional growth. No previous insurance experience is required. Training, mentorship, and licensing guidance are provided.
Requirements
- Excellent verbal and written communication skills
- Strong customer service and interpersonal abilities
- Active listening and relationship-building skills
- A positive, professional attitude
- Self-motivation and personal accountability
- Strong organization and time-management skills
- Comfort working independently from home
- Basic computer and technology proficiency
- Goal-oriented and performance-driven mindset
- Coachability and willingness to learn
- Commitment to ethical, client-focused service
- 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
- Maintain reliable high-speed internet
- Have webcam and microphone capability
- Maintain a quiet, professional workspace
- Be comfortable communicating with clients through Zoom and phone
- Be willing to complete required training
- Be willing and able to obtain the appropriate state insurance license
Nice To Haves
- Experience in Customer Service
- Experience in Retail
- Experience in Hospitality
- Experience in Healthcare
- Experience in Banking or Financial Services
- Experience in Education
- Experience in Military Service
- Experience in Administrative Support
- Experience in Call Centers
- Experience in Client Relations
- Experience in Account Management
- Experience in Sales
Responsibilities
- Meet with clients virtually through Zoom and phone appointments
- Connect with individuals who have requested benefit information
- Answer questions regarding available benefits and coverage options
- Review client needs and provide personalized guidance
- Deliver professional follow-up and ongoing client support
- Build long-term relationships through trust, communication, and service
- Maintain accurate client records and documentation
- Conduct scheduled virtual benefit reviews
- Explain life, accident, and supplemental health insurance options
- Present available coverage in a clear and easy-to-understand manner
- Help clients evaluate options based on their individual needs
- Assist clients through the application and enrollment process
- Provide ongoing service after enrollment
- Participate in structured virtual training
- Attend weekly coaching and development sessions
- Learn products, systems, and industry best practices
- Strengthen communication, presentation, and relationship-building skills
- Receive mentorship from experienced leaders
- Develop skills for future leadership opportunities
Benefits
- Medical insurance reimbursement program
- Company-supported life insurance
- Residual income opportunities
- Performance bonuses
- Leadership development programs
- Professional conferences and recognition events
- Company-sponsored incentive travel
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
