Remote Representative | Customer Service & Sales | Work From Home

AO Globe Life provides supplemental insurance benefits to working families throughout North America. The company is seeking a Remote Insurance Representative to conduct virtual client consultations, explain insurance benefits, assist with applications and enrollment, and provide ongoing customer support. The role also includes training, mentorship, and opportunities for performance-based advancement.

Responsibilities:

• Meet with clients through scheduled Zoom and phone appointments
• Connect with individuals and families seeking information about available benefits
• Learn about each client's needs, priorities, and financial protection goals
• Explain life, accident, and supplemental health insurance options clearly
• Answer questions regarding coverage, benefits, and policy features
• Provide needs-based recommendations
• Guide clients through applications and enrollment
• Assist with required documentation
• Build long-term relationships through professionalism and exceptional service
• Conduct policy reviews when appropriate
• Assist clients with beneficiary updates and service requests
• Maintain timely follow-up communication
• Keep accurate digital client records
• Deliver professional service before, during, and after enrollment
• Follow applicable company procedures and regulatory requirements
• Participate in virtual onboarding and training
• Attend weekly coaching and development sessions
• Receive mentorship from experienced leaders
• Strengthen communication, presentation, and relationship-management skills
• Develop insurance product and industry knowledge
• Participate in leadership development opportunities

Requirements:

• • Excellent verbal and written communication skills
• • Strong customer service and relationship-building abilities
• • Positive, professional attitude
• • Self-motivation and accountability
• • Strong organization and time-management skills
• • Confidence communicating with clients through Zoom and phone
• • Ability to explain information clearly and professionally
• • Basic computer proficiency
• • Comfort learning virtual systems and CRM technology
• • Coachability and willingness to learn
• • Professionalism, reliability, and integrity
• • Goal-oriented mindset and strong work ethic
• • 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 with webcam and microphone capability
• • Maintain reliable high-speed internet
• • Maintain a quiet, professional workspace
• • Be comfortable conducting virtual client appointments
• • Be willing to complete required training
• • Hold or be willing and able to obtain the appropriate state Life & Health Insurance License
• • Customer Service

• Client Services
• Sales
• Insurance
• Financial Services
• Banking
• Healthcare
• Retail
• Hospitality
• Education
• Military
• Administrative Support
• Call Center Operations
• Account Management
• Business Development