Virtual Insurance Client Advisor | Training Provided

Globe Life AIL - Lisa Russel•Wichita, KS

2d•Remote

About The Position

AO – Globe Life is seeking motivated, people-focused professionals to join our growing virtual team as Remote Client Relationship Specialists. This opportunity combines customer service, relationship management, benefits education, and consultative sales while providing the flexibility of working from home. We provide comprehensive training, mentorship, and ongoing professional development. No previous insurance experience is required. Representatives work with qualified client opportunities and individuals who have requested information regarding available benefits. The goal is not high-pressure selling. Successful representatives focus on education, service, trust, and helping clients make informed decisions.

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 communicating with clients through Zoom and phone
Be willing to complete required training
Be willing and able to obtain the appropriate state Life & Health Insurance License
Excellent verbal and written communication skills
Strong interpersonal and relationship-building abilities
Active listening and problem-solving skills
Positive, professional demeanor
Customer-focused mindset
Self-motivation and personal accountability
Strong organization and attention to detail
Ability to manage time effectively
Comfort working independently from home
Ability to collaborate within a virtual team
Coachability and willingness to learn
Professionalism and integrity
Desire for continuous personal and professional growth

Nice To Haves

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

Responsibilities

Meet with clients virtually through Zoom and phone appointments
Connect with individuals and families seeking information regarding available benefits
Build trust through professional, personalized communication
Ask questions to understand each client's needs and priorities
Explain available life, accident, and supplemental health insurance options
Answer questions clearly and professionally
Assist clients throughout the application and enrollment process
Provide ongoing service and follow-up
Maintain accurate digital client records and documentation
Develop long-term client relationships through consistent service
Participate in structured virtual onboarding
Attend ongoing training and weekly coaching
Receive mentorship from experienced leaders
Strengthen communication and relationship-management skills
Develop customer service and consultative sales skills
Learn products, systems, and industry best practices
Participate in leadership development opportunities
Collaborate with a supportive virtual team