Virtual Client Protection Advisor

AIL•Tyler, TX

1d•Remote

About The Position

AO Globe Life is seeking motivated, dependable individuals to join our virtual team as Virtual Client Protection Advisors. In this role, you'll help working families, veterans, labor union members, and other eligible clients understand available life, accident, and supplemental health insurance products. Through scheduled Zoom and phone appointments, you'll listen to clients' needs, explain coverage options, recommend suitable solutions once appropriately licensed, assist with enrollment, and provide continued service. This opportunity combines customer service, benefits education, relationship management, and consultative insurance sales. No previous insurance experience is required to apply. We provide training, licensing guidance, ongoing mentorship, and professional-development resources.

Requirements

Be at least 18 years old.
Reside within an eligible U.S. location.
Be legally authorized to work in the United States.
Have access to a dependable computer or laptop.
Maintain reliable high-speed internet.
Have webcam and microphone capability.
Maintain a professional home workspace.
Be comfortable conducting Zoom and phone appointments.
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.
Meet applicable licensing and background requirements.
Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
Complete required training and participate in virtual meetings
Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
Complete applicable pre--licensing coursework, examinations, and state licensing requirements at the candidate’s expense

Nice To Haves

Experience in customer service, retail, hospitality, healthcare, banking, education, administration, military service, call centers, client relations, or sales may be helpful but is not required.

Responsibilities

Contact company-provided prospective clients.
Schedule and conduct Zoom and phone appointments.
Listen carefully to individual and family protection needs.
Explain the benefit consultation process.
Build professional client relationships.
Answer general questions clearly and respectfully.
Maintain accurate appointment information.
Provide consistent communication and follow-up.
Explain available life insurance products.
Review accident and supplemental health insurance options.
Conduct needs-based benefit consultations.
Help clients understand coverage features and choices.
Recommend suitable insurance solutions.
Answer questions about applications and enrollment.
Assist eligible clients with electronic applications.
Complete required documentation.
Follow applicable state insurance regulations and company procedures.
Follow up with clients after enrollment.
Respond to general policy-service questions.
Assist with applicable policy reviews.
Help clients navigate beneficiary update requests.
Direct clients to appropriate claims-support resources.
Maintain accurate digital client records.
Build lasting relationships through dependable service.
Contact interested individuals, arrange appointments, conduct benefit consultations, and provide follow-up.