Global Remote Client Advisor | Client Services

Accountabilities:

• • Conduct scheduled virtual and phone appointments with individuals and families who have requested information about available benefits.
  • Build trust with clients by actively listening to their needs, answering questions clearly, and delivering a professional, personalized experience.
  • Explain available life, accident, and supplemental health insurance options once appropriately licensed.
  • Provide needs-based guidance and help clients understand coverage features, benefit choices, applications, and enrollment requirements.
  • Assist clients with beneficiary information, documentation, and other enrollment-related processes.
  • Maintain ongoing communication with clients following enrollment and provide support for applicable service needs, updates, and policy reviews.
  • Maintain accurate digital client records and ensure timely, professional follow-up.
  • Participate in virtual onboarding, product education, sales training, coaching, workshops, and professional development activities.
  • Use Zoom, phone systems, digital platforms, and other virtual tools to communicate effectively with clients, mentors, teammates, and leadership.
  • Develop strong organizational, communication, relationship-management, presentation, sales, and problem-solving capabilities.
  • Work independently while maintaining accountability for activity, client service, professional development, and performance goals.
  • Pursue opportunities for advancement into mentoring, training, team leadership, management, and other leadership responsibilities based on demonstrated performance and initiative.

  Requirements:

  • Must be at least 18 years of age.
  • Must be legally authorized to work in the United States and physically located within the United States.
  • Previous insurance experience is not required; experience in customer service, sales, client relations, hospitality, healthcare, education, recruiting, banking, financial services, administration, retail, account management, call centers, military service, or leadership can be highly transferable.
  • Strong communication and interpersonal skills, with the ability to explain information clearly and establish rapport with a wide range of clients.
  • Client-first mindset with strong relationship-building, listening, follow-through, and service skills.
  • Self-motivated, dependable, goal-oriented, and comfortable working independently in a remote environment.
  • Strong organization and time-management skills, with the ability to manage appointments, follow-ups, documentation, and competing priorities.
  • Adaptable and solutions-oriented, with a willingness to learn new products, systems, and processes.
  • Comfortable using Zoom, phone communication, computers, and virtual collaboration technologies.
  • Reliable computer or laptop, high-speed internet, webcam, microphone, and a quiet professional workspace.
  • Coachability and openness to feedback, mentoring, and continuous professional development.
  • Willingness and ability to obtain the appropriate state Life & Health Insurance License before performing activities that require licensure.
  • Willingness to complete required virtual training and participate in ongoing professional development.
  • Integrity, professionalism, accountability, and commitment to maintaining strong client relationships.

  Benefits:

  • 100% remote / work-from-home environment.
  • Flexible scheduling designed to provide greater control over your professional schedule while maintaining client-service commitments.
  • Qualified client opportunities provided, with no traditional cold calling and no requirement to purchase leads.
  • Commission-based compensation with weekly commission payments.
  • Performance-based bonuses, incentives, recognition programs, and leadership incentives.
  • Potential opportunities for renewal and residual income.
  • No predetermined earnings cap on commission-based production; actual earnings vary based on individual activity, production, consistency, performance, and results.
  • Comprehensive virtual onboarding, training, mentorship, coaching, and professional development.
  • State insurance licensing guidance and support.
  • Opportunities for career advancement into trainer, mentor, team leadership, management, and advanced leadership roles.
  • Qualifying representatives may have access to medical insurance reimbursement programs and company-supported life and accidental death benefit coverage.
  • Professional and union support where applicable.
  • Modern virtual technology and business resources.
  • Professional conferences, leadership events, recognition programs, and networking opportunities.
  • Performance-based incentive travel and recognition experiences, subject to applicable qualification requirements and program availability.
  • Opportunities to build transferable skills in communication, customer service, sales, presentation, organization, relationship management, problem-solving, and leadership.
  • Eligibility requirements and qualification periods may apply to certain benefits and programs.