Virtual Member Advisor | Customer Service | Work From Home

AIL•Fayetteville, NC

2d•Remote

About The Position

Globe Life AO is expanding its virtual team and seeking motivated, service-oriented professionals to join us as Virtual Member Success Advisors. In this role, you'll meet with individuals and families through scheduled Zoom and phone appointments, helping them understand available life, accident, and supplemental health insurance benefits while providing professional support throughout the client relationship. This opportunity combines customer service, member support, benefits education, relationship management, and consultative insurance sales in a fully remote environment. No previous insurance experience is required. We provide structured 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
Have webcam and microphone capability
Maintain reliable high-speed internet
Maintain a quiet, professional workspace
Be comfortable communicating with clients through Zoom and phone
Be willing to complete required training
Hold or be willing and eligible to obtain the appropriate state Life & Health Insurance License

Nice To Haves

Excellent communication and active-listening skills
Strong customer-service mindset
Natural relationship-building abilities
Positive and professional attitude
Self-motivation and accountability
Strong organization and time management
Problem-solving and critical-thinking abilities
Attention to detail and dependable follow-through
Confidence working independently from home
Ability to collaborate within a virtual team
Coachability and openness to feedback
Desire to learn and develop professionally
Commitment to delivering an outstanding client experience
Previous experience in Customer Service, Member Services, Client Relations, Healthcare, Education, Hospitality, Retail, Recruiting, Financial Services, Banking, Administrative Support, Call Centers, Sales, or Management.

Responsibilities

Become a trusted resource for clients before, during, and after enrollment.
Meet with clients through scheduled Zoom and phone appointments
Listen carefully to client needs, questions, and financial protection priorities
Provide clear and professional answers regarding available benefits
Guide new clients through the enrollment process
Deliver responsive customer service and consistent follow-up
Build long-term relationships based on trust and professionalism
Assist existing clients with policy questions and service needs
Help with applicable policy reviews and beneficiary updates
Help families understand their options so they can make informed decisions.
Explain available life, accident, and supplemental health insurance options
Review coverage features and benefit choices
Identify individual and family protection needs
Provide needs-based recommendations
Guide clients through applications and required documentation
Help clients understand the coverage they select
Maintain accurate digital records and follow-up information