Remote Client Insurance Advisor

AIL

Rochester (MN)

On-site

USD 27,000 - 64,000

Full time

3 days ago
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Benefits offered by this job

Remote work
Weekly pay
Medical premium reimbursement
Comprehensive online training
Daily coaching and mentorship
Performance incentives
No overhead expenses
Union representation

Job summary

AO Globe Life is seeking a Virtual Client Account Advisor to help clients learn about insurance protection options. You will support individuals and families by conducting virtual appointments, identifying their needs, and explaining products that may help protect their financial well-being.

You will receive training, mentorship, warm leads, and ongoing support as you build your remote career.

Qualifications

  • Strong verbal and written communication skills.
  • Customer-service mindset with professional communication style.
  • Detail-oriented and organized work habits.
  • Comfortable learning computer programs and online systems.
  • Reliable, self-motivated, coachable.
  • Ability to work independently and with a team.

Responsibilities

  • Work with prospective clients from company-provided warm leads.
  • Schedule and conduct virtual client appointments.
  • Build rapport and learn about client needs.
  • Explain life, accident, and supplemental health insurance options.
  • Help clients understand benefits and services.
  • Provide timely follow-up and responsive client support.
  • Maintain clear and accurate client documentation.
  • Participate in team coaching and training sessions.

Skills

Verbal communication
Written communication
Listening skills
Customer-service mindset
Detail oriented
Tech proficiency
Independent work
Team collaboration

Job description

AO Globe Life is seeking a Virtual Client Account Advisor to help clients learn about insurance protection options. You will support individuals and families by conducting virtual appointments, identifying their needs, and explaining products that may help protect their financial well-being.

You will receive training, mentorship, warm leads, and ongoing support as you build your remote career.

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