About The Position

AO Globe Life is seeking motivated, service-oriented professionals to join our growing virtual team as Remote Representatives. In this role, you'll meet with clients through scheduled Zoom and phone appointments, explain available life, accident, and supplemental health insurance benefits, assist with enrollment, and provide ongoing client support. We proudly serve working families, including veterans, labor union members, credit union members, association members, and their families. Whether you're beginning a new career or bringing experience from customer service, healthcare, retail, hospitality, banking, education, military service, administration, financial services, or sales, we provide the training, mentorship, licensing guidance, and ongoing support to help you develop professionally. No prior insurance experience is required.

Requirements

  • Excellent verbal and written communication skills
  • Strong customer service and relationship-building abilities
  • Positive, professional attitude
  • Self-motivation and accountability
  • Strong organization and time-management skills
  • Confidence communicating with clients through Zoom and phone
  • Ability to explain information clearly and professionally
  • Basic computer proficiency
  • Comfort learning virtual systems and CRM technology
  • Coachability and willingness to learn
  • Professionalism, reliability, and integrity
  • Goal-oriented mindset and strong work ethic
  • 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 with webcam and microphone capability
  • Maintain reliable high-speed internet
  • Maintain a quiet, professional workspace
  • Be comfortable conducting virtual client appointments
  • Be willing to complete required training
  • Hold or be willing and able to obtain the appropriate state Life & Health Insurance License

Nice To Haves

  • Experience in customer service
  • Experience in client services
  • Experience in sales
  • Experience in insurance
  • Experience in financial services
  • Experience in banking
  • Experience in healthcare
  • Experience in retail
  • Experience in hospitality
  • Experience in education
  • Military experience
  • Experience in administrative support
  • Experience in call center operations
  • Experience in account management
  • Experience in business development

Responsibilities

  • Meet with clients through scheduled Zoom and phone appointments
  • Connect with individuals and families seeking information about available benefits
  • Learn about each client's needs, priorities, and financial protection goals
  • Explain life, accident, and supplemental health insurance options clearly
  • Answer questions regarding coverage, benefits, and policy features
  • Provide needs-based recommendations
  • Guide clients through applications and enrollment
  • Assist with required documentation
  • Build long-term relationships through professionalism and exceptional service
  • Conduct policy reviews when appropriate
  • Assist clients with beneficiary updates and service requests
  • Maintain timely follow-up communication
  • Keep accurate digital client records
  • Deliver professional service before, during, and after enrollment
  • Follow applicable company procedures and regulatory requirements
  • Participate in virtual onboarding and training
  • Attend weekly coaching and development sessions
  • Receive mentorship from experienced leaders
  • Strengthen communication, presentation, and relationship-management skills
  • Develop insurance product and industry knowledge
  • Participate in leadership development opportunities

Benefits

  • Health insurance reimbursement program
  • Company-supported life insurance
  • Renewal and residual income opportunities
  • OPEIU Local 277 representation, where applicable
  • Leadership development programs
  • Professional conferences and events
  • Virtual business technology and resources
  • Company-sponsored incentive travel
  • Leadership conferences
  • Performance bonuses
  • Recognition programs and awards
  • Professional development experiences
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