Remote Client Relations Advisor
AIL
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Benefits offered by this job
Job summary
Globe Life AO seeks Remote Client Relations Advisors to educate clients about life, accident, and health benefits. You will conduct Zoom or phone consultations, explain options, assist with enrollment after licensing, and nurture long-term client relationships from a home office.
This client-facing role blends sales with benefits education and ongoing service, with structured virtual onboarding and mentorship to support career growth.
Qualifications
- No prior insurance experience required.
- Structured virtual onboarding and licensing guidance provided.
- Mentorship from agency leadership and ongoing coaching provided.
Responsibilities
- Meet with clients via Zoom and phone to discuss benefits.
- Explain available life, accident, and health options.
- Assist with enrollment once licensed and maintain client relationships.
Skills
Job description
Company: Globe Life AO
Location:100% Remote
Job Type: Full-Time Opportunity | Flexible Schedule
Experience: Entry Level | No Insurance Experience Required
Compensation: 1099 Independent Contractor | Commission-Based | Weekly Pay
Training: Comprehensive Virtual Training | Licensing Guidance | Mentorship Provided
Are you someone who enjoys connecting with people, solving problems, and making complicated information easier to understand?
Globe Life AO is seeking motivated, service-minded individuals to join our virtual team as Remote Client Relations Advisors.
In this role, you'll help individuals and working families understand available life, accident, and supplemental health insurance benefits. Through Zoom and phone consultations, you'll listen to client needs, explain available options, assist with enrollment once licensed, and maintain long-term client relationships.
This opportunity combines customer service, client relationship management, benefits education, and consultative insurance sales.
No previous insurance experience is required. We provide training, licensing guidance, mentorship, and ongoing professional development.
100% Remote — Work From Home
Entry Level — No Insurance Experience Required
Qualified Client Opportunities Provided
No Traditional Cold Calling
No Lead Purchasing Required
Weekly Commission-Based Compensation
Performance Bonuses
Renewal & Residual Income Opportunities
Flexible Scheduling
Comprehensive Training & Mentorship
Career & Leadership Development
As a Remote Client Relations Advisor, your responsibilities will focus on client communication, benefits education, enrollment assistance, and ongoing service.
Meet with clients through scheduled Zoom and phone appointments.
Connect with individuals interested in learning about available benefits.
Ask questions to understand each client's priorities and financial-protection needs.
Answer questions clearly, professionally, and accurately.
Maintain positive relationships through responsive communication.
Follow up with prospective and existing clients.
Assist with applicable policy reviews and beneficiary information.
Maintain accurate client records and appointment information.
Explain available life, accident, and supplemental health insurance options.
Help clients understand coverage features and available benefits.
Provide needs-based recommendations once appropriately licensed.
Assist eligible clients with electronic applications and enrollment.
Review application information for completeness.
Explain applicable next steps after enrollment.
Follow company procedures and applicable state insurance regulations.
Participate in structured virtual onboarding.
Attend applicable training and coaching sessions.
Develop communication, presentation, and relationship-management skills.
Receive mentorship from experienced representatives and agency leadership.
Learn digital enrollment and client-management systems.
Participate in professional and leadership development.
This is a client-facing insurance position that includes sales responsibilities, not an hourly administrative or inbound-only customer-service role.
Your day may involve several different activities.
Client Outreach: Contact interested individuals, confirm appointments, respond to inquiries, and conduct follow-up.
Virtual Consultations: Meet with clients through Zoom or phone to discuss their needs and available benefits.
Benefits Education: Explain insurance options in a clear, understandable manner.
Enrollment Assistance: Once licensed, help eligible clients complete applications and enrollment documentation.
Client Support: Answer questions, assist with applicable coverage reviews, and maintain professional relationships.
Training: Participate in virtual coaching, product education, and professional-development activities.
Independent Organization: Manage appointments, digital records, follow-up, and daily business activity from your home office.
Representatives have access to qualified client opportunities, including individuals and families who have requested or expressed interest in receiving information about available benefits.
You are not required to purchase leads.
This position may involve outbound calls, appointment scheduling, and client follow-up.
Our approach emphasizes listening, educating, recommending appropriate options, and providing continued service.
Important Compensation Disclosure
This is a 1099 independent contractor, commission-based opportunity.
It does not provide a guaranteed hourly wage or salary.
Compensation opportunities may include:
Weekly commission payments
Performance-based bonuses
Renewal commissions
Residual income opportunities
Leadership compensation for qualifying representatives
Additional performance incentives
Individual earnings depend on factors including production, completed enrollments, client activity, consistency, and performance.
Income is not guaranteed, and individual earnings vary.
Applicants should understand and be comfortable with a performance-based compensation structure before applying.
Representatives conduct client appointments, training, coaching, and team communication virtually.
Technology used may include:
Zoom
Phone and email
Digital enrollment systems
Client-management tools
Online training platforms
Virtual communication systems
Applicants must have:
Reliable computer or laptop
High-speed internet
Webcam and microphone
Dependable phone capability
Quiet, professional workspace
Basic computer proficiency
Computer equipment and home internet service are not provided by the company.
This opportunity is available to eligible applicants physically located within the United States.
Representatives have flexibility in organizing their schedules while maintaining the consistency necessary for:
Client appointments
Client outreach
Follow-up
Training
Team communication
Professional development
Production activity
Successful representatives are dependable, organized, self-motivated, and comfortable managing their own responsibilities.
Required Insurance Experience: 0 Years
Previous insurance experience is not required.
Training and development may include:
Structured virtual onboarding
Insurance licensing guidance
Product and benefits education
Customer-service training
Active listening and client communication
Consultative sales development
Client needs assessment
Relationship-building techniques
Virtual presentation skills
Enrollment procedures
Digital documentation
One-on-one mentorship
Ongoing coaching
Leadership development
We value communication skills, professionalism, coachability, and willingness to learn.
An insurance license is not required when applying.
However, representatives must obtain the appropriate state Life & Health Insurance License before performing activities requiring licensure.
Licensing guidance is provided.
Applicants are responsible for applicable licensing expenses, which may include study materials, examinations, background checks, fingerprinting, and state fees.
Candidates should be willing and financially prepared to complete the required licensing process.
Eligible representatives may have access to:
Medical insurance reimbursement opportunities
Company-supported life insurance
Accidental Death Benefit coverage
Renewal and residual income opportunities
Professional coaching and mentorship
Leadership-development programs
OPEIU Local 277 representation where applicable
Virtual business resources
Eligibility, qualification periods, production requirements, and other conditions may apply.
Representatives who demonstrate strong performance, professionalism, consistency, and leadership potential may pursue additional responsibilities.
A potential career-development path includes:
Client Relations Advisor → Benefits Specialist → Trainer/Mentor → Team Leader → Management → Advanced Leadership
Future responsibilities may include training, coaching, recruiting, team development, and leadership.
Advancement is performance-based and is not guaranteed.
Successful candidates typically demonstrate:
Strong verbal and written communication skills
Excellent active listening
Professionalism and integrity
Customer-service awareness
Dependability and accountability
Organization and time management
Ability to work independently
Comfort communicating through Zoom and phone
Basic computer proficiency
Willingness to learn
Coachability and openness to feedback
Interest in professional development
Experience in these areas may be helpful:
Customer Service
Client Relations
Member Services
Call Centers
Retail
Hospitality
Healthcare
Banking
Financial Services
Education
Administration
Recruiting
Sales
Account Management
Entry-level applicants and career changers are encouraged to apply.
Applicants must:
Be at least 18 years old.
Be physically located within an eligible U.S. location.
Be legally authorized to work in the United States.
Have a reliable computer or laptop.
Maintain reliable high-speed internet.
Have webcam and microphone capability.
Maintain a quiet, professional workspace.
Be comfortable with virtual client appointments.
Be comfortable with consultative insurance sales.
Understand the commission-based compensation structure.
Be willing to complete required training.
Hold or be willing and able to obtain the required state Life & Health Insurance License.
Globe Life AO operates within the American Income Division of Globe Life and helps working families understand available financial-protection benefits.
Representatives serve clients virtually while receiving support from trainers, mentors, and agency leadership.
Our professional environment emphasis client service, accountability, mentorship, integrity, professional development, and performance-based advancement.
Qualified applicants will first receive an approximately 15-minute career overview explaining the position, responsibilities, compensation, licensing requirements, training, and career opportunities.
Candidates who remain interested may then participate in a live Zoom interview with our hiring team.
This is a 100% remote, independent contractor opportunity with American Income Life / Globe Life. Compensation is commission-based and performance-driven; this is not an hourly or salaried position.
Candidates selected to move forward should be prepared to:
Be at least 18 years of age and legally eligible to work in the United States
Provide your own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
Complete required training and participate in virtual meetings
Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense
No prior insurance experience is required. Training, mentorship, licensing guidance, and ongoing professional development are provided.
This opportunity is best suited for individuals who are self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement.
American Income Life / Globe Life is committed to providing equal opportunity without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other characteristics protected by applicable law.
Specific licensing requirements, fees, compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process.
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