Work From Home Customer Service - Training Provided
About The Position
AO is expanding its nationwide virtual team and seeking motivated, relationship-focused professionals to join us as Virtual Protection Advisors. You'll work directly with individuals and families through virtual appointments, helping them understand available life insurance and supplemental benefit options, evaluate their protection needs, and make informed decisions for their families. This opportunity combines customer service, benefits education, relationship building, and consultative insurance sales in a fully remote environment. No previous insurance experience is required. We provide the training, mentorship, and licensing guidance—you bring the ambition.
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 meeting with clients virtually
- Be willing to complete required training
- Hold or be willing and able to obtain the applicable state Life & Health Insurance License
- Excellent communication and active-listening skills
- Strong relationship-building ability
- Genuine desire to help others
- Positive, professional attitude
- Integrity and a client-first mindset
- Self-motivation and accountability
- Goal-oriented approach
- Strong organization and time management
- Confidence explaining information clearly
- Dependable follow-through
- Ability to work independently
- Comfort using Zoom and virtual technology
- Coachability and openness to feedback
- Commitment to continuous improvement
Nice To Haves
- Previous experience in Customer Service
- Previous experience in Sales
- Previous experience in Retail
- Previous experience in Hospitality
- Previous experience in Healthcare
- Previous experience in Education
- Previous experience in Financial Services
- Previous experience in Banking
- Previous experience in Recruiting
- Previous experience in Client Relations
- Previous experience in Administrative Support
- Previous experience in Military Service
- Previous experience in Leadership
Responsibilities
- Connect with individuals interested in learning about available benefits
- Ask questions to understand each client's goals, priorities, and protection needs
- Explain available life insurance and supplemental benefit options
- Present information clearly and in easy-to-understand terms
- Provide personalized, needs-based recommendations
- Answer client questions professionally and accurately
- Guide clients through applications and enrollment
- Assist with required documentation
- Maintain accurate digital client records
- Provide professional follow-up and ongoing service
- Build long-term client relationships through trust, integrity, and exceptional service
- Virtual client consultations
- Benefits education
- Needs-based conversations
- Personalized recommendations
- Enrollment assistance
- Relationship building
- Client follow-up
- Ongoing service
Benefits
- Medical reimbursement program
- Company-supported life insurance
- Renewal and residual income opportunities
- Professional development resources
- Union-supported professional representation and resources, where applicable
- Leadership development programs
- Performance recognition
- Professional conferences
- Leadership events
- Additional incentive opportunities
- Incentive trips
- Leadership conferences
- Recognition experiences
- Team events
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
