Virtual Client Solutions Advisor | Work From Home | Training Provided
About The Position
AO is seeking motivated, people-focused professionals to join our growing virtual team as Virtual Client Solutions Advisors. In this role, you'll meet with individuals and families who are seeking information about available benefits, help them understand their options, and provide personalized guidance designed around their financial protection needs. This opportunity combines customer service, benefits education, client relationship management, and consultative insurance sales in a fully remote environment. No previous insurance experience is required. We provide comprehensive training, licensing guidance, mentorship, virtual tools, and ongoing professional development to help motivated candidates get started.
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 reliable 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 participate in required training and professional development
- Be willing and able to obtain the appropriate state Life & Health Insurance License
Nice To Haves
- Genuine interest in helping people
- Excellent verbal and written communication
- Strong relationship-building abilities
- Active listening and problem-solving skills
- Positive and professional attitude
- Integrity and client-focused decision-making
- Self-motivation and personal accountability
- Strong organization and time management
- Dependable follow-through
- Comfort working independently from home
- Ability to collaborate within a virtual team
- Basic computer proficiency
- Coachability and openness to feedback
- Adaptability and a growth-oriented mindset
- Experience in Customer Service
- Experience in Hospitality
- Experience in Healthcare
- Experience in Retail
- Experience in Education
- Experience in Financial Services
- Experience in Banking
- Experience in Client Relations
- Experience in Account Management
- Experience in Administrative Support
- Experience in Call Centers
- Experience in Recruiting
- Experience in Military Service
- Experience in Sales
- Experience in Leadership
Responsibilities
- Connect with prospective and existing clients through scheduled Zoom and phone appointments.
- Connect with individuals and families interested in learning about available benefits.
- Ask questions to understand each client's needs and priorities.
- Listen carefully to financial protection concerns.
- Answer questions clearly and professionally.
- Deliver a personalized, client-focused experience.
- Maintain consistent follow-up communication.
- Build relationships designed to continue beyond the initial appointment.
- Explain available life, accident, and supplemental health insurance options.
- Review benefit features and available coverage.
- Identify individual and family protection needs.
- Provide needs-based recommendations.
- Present information clearly and ethically.
- Guide clients through applications and enrollment.
- Assist with required documentation.
- Help clients understand the coverage selected.
- Provide ongoing client support when applicable.
- Focus on Clients Who Have Requested Information.
- Representatives connect with qualified client opportunities, including individuals who have expressed interest in receiving information about available benefits.
- Scheduled consultations.
- Benefits education.
- Needs-based conversations.
- Enrollment assistance.
- Relationship building.
- Follow-up.
- Ongoing client service.
Benefits
- Medical reimbursement program
- Company-supported life insurance
- Accidental Death Benefit coverage
- Renewal and residual income opportunities
- Professional development resources
- Leadership development programs
- Modern virtual business systems and technology
- Company-sponsored incentive travel
- Leadership conferences
- Professional development events
- Recognition programs
- Performance contests and awards
- Team experiences
- Additional advancement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
