Note: The job is a remote job and is open to candidates in USA. Globe Life is an insurance organization providing protection and financial well-being solutions. The Virtual Client Account Advisor conducts virtual appointments, identifies client needs, explains insurance options, and provides ongoing client support while developing a remote career through training and mentorship.
Responsibilities
- Work with prospective clients from company-provided warm leads
- Schedule and conduct virtual client appointments
- Build rapport and learn about individual client needs
- Explain life, accident, and supplemental health insurance options
- Help clients understand benefits and available services
- Provide timely follow-up and responsive client support
- Maintain clear and accurate client documentation
- Participate in team coaching and training sessions
Skills
- Strong verbal, written, and listening skills
- Customer-service mindset and professional communication style
- Detail-oriented and organized
- Comfortable learning computer programs and online systems
- Reliable, self-motivated, and coachable
- Ability to work independently and in collaboration with a team
- 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
- 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
Benefits
- Fully remote work environment
- Warm leads provided
- Weekly paychecks
- Unlimited earning potential
- Medical premium reimbursement
- Comprehensive online training
- Daily coaching and mentorship
- Performance incentives
- No overhead expenses
- OPEIU Local 277 union representation
- Opportunity to grow with a member-focused organization with a 70-year history
- Training, mentorship, licensing guidance, and ongoing professional development are provided
- Opportunities for professional growth and advancement
Company Overview