Virtual Benefits Consultant | Work From Home | Training Provided

Globe Life AIL - Lisa Russel•St. Louis, MO

1d•Remote

About The Position

AO is expanding its nationwide virtual team and seeking motivated, service-oriented professionals to join us as Virtual Benefits Consultants. In this role, you'll meet virtually with individuals and families interested in learning more about available life, accident, and supplemental health insurance benefits. You'll help clients understand their options, identify their needs, complete enrollment when appropriate, and receive continued support throughout the client relationship. This opportunity combines customer service, benefits education, relationship management, and consultative insurance sales within a fully remote environment. No previous insurance experience is required. We provide comprehensive training, licensing guidance, mentorship, and ongoing professional development.

Requirements

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 conducting virtual 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

Excellent verbal and written communication
Strong active-listening skills
Positive and professional attitude
Natural relationship-building abilities
Strong problem-solving skills
Self-motivation and personal accountability
Dependable work ethic
Effective organization and time management
Ability to work independently from home
Comfort collaborating with a virtual team
Coachability and openness to feedback
Commitment to continuous learning
Genuine desire to help others
Previous experience in Customer Service, Sales, Retail, Hospitality, Healthcare, Education, Recruiting, Banking, Financial Services, Administrative Support, Client Relations, Call Centers, Leadership, or Management

Responsibilities

Meet with individuals and families through scheduled Zoom and phone appointments to understand their needs and financial protection priorities, explain available life, accident, and supplemental health insurance options, answer questions regarding benefits, coverage, and policy features, provide needs-based recommendations, help clients evaluate available options, guide clients through applications and enrollment, and assist with required documentation.
Provide ongoing client service and follow-up, answer policy and benefit questions, assist with applicable policy reviews, help with beneficiary and account information updates, respond to client service requests, and maintain consistent communication to build long-term relationships through professionalism and exceptional service.