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Remote Client Relations Advisor

Posted 9 hours ago
0-2 years experience
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AI Summary

The Remote Client Relations Advisor will conduct virtual consultations to educate clients on insurance benefits and assist with the enrollment process. They are responsible for maintaining long-term client relationships, managing digital records, and performing follow-up activities.

Remote Client Relations Advisor

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

Build Relationships. Support Families. Create a Career From Home.

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.

Opportunity Highlights

  • 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

What You'll Do

As a Remote Client Relations Advisor, your responsibilities will focus on client communication, benefits education, enrollment assistance, and ongoing service.

Client Relations & Customer 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.

Benefits Education & Enrollment

  • 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.

Professional Development

  • 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.

What a Typical Remote Workday Looks Like

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.

Qualified Client Opportunities — No Traditional Cold Calling

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.

Weekly Commission-Based Compensation

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.

100% Remote — Work From Home

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

Required Equipment

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.

Flexible Scheduling With Accountability

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.

No Insurance Experience Required — Training Provided

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.

State Insurance Licensing Requirement

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.

Professional Support & Qualifying Programs

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.

Career & Leadership Advancement

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.

Who We're Looking For

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

Preferred Experience — Not Required

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.

Minimum Requirements

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.

About Globe Life AO

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 emphasizes client service, accountability, mentorship, integrity, professional development, and performance-based advancement.

Virtual Interview Process

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.

Ready to Build Your Career From Home?

If you're looking for an entry-level remote customer service and insurance career where you can build relationships, help families, receive mentorship, and create long-term opportunities through performance, we encourage you to apply.

Please apply only if you meet the remote-work requirements, understand the commission-based compensation structure, and are willing and able to obtain the required insurance license.

Apply today with your updated resume to be considered for our Remote Client Relations Advisor opportunity with Globe Life AO.

Connect With People. Support Families. Build Relationships. Grow Your Future.

Important Information About This Opportunity

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 their 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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