Virtual Benefits Advisor | Remote Client Services

Globe Life AIL - Lisa Russel•Lansing, MI

19h•Remote

About The Position

AO – Globe Life is seeking motivated, people-focused professionals to join our growing virtual team as Virtual Benefits Advisors. In this role, you'll meet with individuals and families through scheduled virtual appointments, help them understand available life, accident, and supplemental health insurance benefits, answer questions, and guide them through the enrollment process. Our approach combines customer service, education, relationship building, and consultative sales. We believe clients should understand their options and feel confident in the decisions they make. No previous insurance experience is required. Comprehensive training, mentorship, and licensing guidance are provided.

Requirements

Be at least 18 years old
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 meeting with clients virtually
Be willing to participate in training and professional development
Hold or be willing and able to obtain the required state Life & Health Insurance License
Strong verbal and written communication skills
Excellent listening and relationship-building abilities
Customer-focused, service-oriented mindset
Positive and professional attitude
Self-motivation and accountability
Goal-oriented approach
Strong organization and attention to detail
Comfort communicating through Zoom and phone
Ability to work independently from home
Coachability and willingness to learn
Professionalism and integrity
Desire for personal and professional growth

Nice To Haves

Previous insurance experience is not required. Relevant backgrounds may include: Customer Service, Sales, Hospitality, Retail, Healthcare, Education, Banking or Financial Services, Administrative Support, Call Center Operations, Client Relations, Account Management, Leadership or Management, Military Service.

Responsibilities

Meet virtually with clients through Zoom and phone appointments
Connect with individuals and families seeking information about available benefits
Ask questions to understand each client's needs and priorities
Explain life, accident, and supplemental health insurance options clearly
Answer questions regarding benefits and coverage
Provide personalized recommendations based on client needs
Assist clients through applications and enrollment
Provide ongoing service and follow-up
Maintain accurate digital client records and documentation
Build long-term relationships through professionalism, integrity, and consistent service
Work with qualified client opportunities and individuals who have requested information regarding available benefits
Focus on understanding client needs, educating families, explaining available options, providing professional recommendations, assisting with enrollment, delivering ongoing client service, and building lasting relationships.