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Home Flexible Job Board Remote Client Benefits Agent | Training & Mentorship

Salary Unstated 14d ago

Remote Client Benefits Agent | Training & Mentorship

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AIL

Tulsa, OK, US

Full-time Permanent Remote

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Summary

The Remote Client Success Specialist will conduct virtual appointments to explain insurance benefits and assist clients with enrollment. They are responsible for building long-term relationships, maintaining accurate records, and providing ongoing support to clients.

Job Description

Remote Client Benefits Agent | Training & Mentorship

Company: Globe Life AO
Location: 100% Remote – United States
Schedule: Full-Time | Flexible Schedule | Training Provided
Experience: Entry-Level Candidates Welcome

Work From Home. Help Families. Build Your Future.

Are you looking for a work-from-home career that combines customer service, flexibility, professional development, and performance-based earning potential?

Globe Life AO is seeking motivated, people-focused professionals to join our growing virtual team as Remote Client Success Specialists.

In this role, you'll connect with clients through scheduled Zoom and phone appointments, answer questions, explain available life, accident, and supplemental health insurance benefits, assist with enrollment, and provide ongoing client support.

This opportunity is ideal for individuals who enjoy helping people, building relationships, solving problems, and working toward professional goals.

No previous insurance experience is required. We provide structured training, mentorship, licensing guidance, and ongoing development to help motivated candidates succeed.

✓ 100% Remote – Work From Home
✓ Qualified Client Opportunities Provided
✓ No Lead Purchasing Required
✓ Comprehensive Training & Mentorship
✓ Weekly Performance-Based Compensation
✓ Leadership & Career Advancement Opportunities

What You'll Do

As a Remote Client Success Specialist, you'll serve as a trusted resource for clients throughout the benefits and enrollment process.

Customer Service & Client Support

  • Meet with clients through scheduled Zoom and phone appointments
  • Answer questions regarding available benefits and coverage options
  • Provide professional, personalized customer service
  • Help clients understand life, accident, and supplemental health insurance options
  • Assist new clients through applications and enrollment
  • Support existing clients with benefit and policy-related questions
  • Maintain accurate client records and follow-up documentation
  • Provide timely and professional follow-up service

Relationship Building

  • Learn about each client's individual and family protection needs
  • Explain available solutions in clear, easy-to-understand language
  • Build trust through professionalism, integrity, and consistent communication
  • Develop long-term client relationships
  • Deliver a positive experience before, during, and after enrollment

Professional Development

  • Participate in structured virtual onboarding
  • Attend weekly training and coaching sessions
  • Receive mentorship from experienced leaders
  • Develop communication, customer service, presentation, and relationship-management skills
  • Build industry and product knowledge
  • Participate in leadership development opportunities as you progress

Why Join Globe Life AO?

🏠 100% Remote Work

Build your career from home while remaining connected to a collaborative virtual team.

  • Work remotely within the United States
  • Eliminate the daily commute
  • Conduct appointments virtually
  • Use modern online communication and business tools
  • Receive virtual training, coaching, and team support

⏰ Flexible Scheduling

Enjoy greater flexibility in organizing your workday while maintaining the consistency and accountability needed to meet your professional goals.

This opportunity is well suited for self-motivated individuals who appreciate independence but also value coaching, structure, and team support.

📞 Qualified Client Opportunities

Representatives connect with individuals and families who have expressed interest in receiving information about available benefits.

You'll focus on:

  • Scheduled client consultations
  • Benefits education
  • Customer service
  • Needs-based recommendations
  • Enrollment assistance
  • Relationship building
  • Ongoing client support

No purchasing leads is required.

Weekly Pay & Performance-Based Earnings

This opportunity offers weekly performance-based compensation rather than a traditional hourly wage or salary.

Earning opportunities may include:

  • Weekly commission payments
  • Performance-based bonuses
  • Renewal and residual income opportunities
  • Leadership incentives
  • Performance recognition programs

There is no predetermined earnings ceiling; however, compensation depends on individual production and performance.

Individual earnings vary, and no specific income level is guaranteed.

Comprehensive Training & Mentorship

🎓 No Insurance Experience Required

We're looking for motivated professionals with the right attitude, communication skills, and willingness to learn.

Training and development may include:

  • Virtual onboarding
  • Product and benefits education
  • Customer service development
  • Client needs assessment
  • Enrollment procedures
  • Virtual presentation skills
  • Consultative sales training
  • Relationship management
  • Weekly coaching
  • One-on-one mentorship
  • Leadership development

Candidates who do not currently hold the required insurance license will receive guidance through the state licensing process.

Career Growth & Leadership Development

Globe Life AO offers opportunities for representatives who demonstrate strong performance, professionalism, consistency, and leadership potential to continue advancing.

Potential development pathways may include:

  • Client services
  • Training and mentorship
  • Team leadership
  • Management
  • Leadership development
  • Advanced professional opportunities

Career advancement is based on performance, initiative, development, and demonstrated leadership.

Benefits & Recognition

Qualifying representatives may have access to:

  • Health insurance reimbursement program
  • Company-supported life insurance
  • Renewal and residual income opportunities
  • Leadership development programs
  • OPEIU Local 277 representation, where applicable
  • Professional conferences and leadership events
  • Performance recognition programs
  • Incentive travel opportunities
  • Virtual business technology and support resources

Eligibility and qualification requirements apply to applicable programs.

Who We're Looking For

Successful candidates typically demonstrate:

  • Excellent verbal and written communication skills
  • Strong customer service and relationship-building abilities
  • Positive, professional attitude
  • Self-motivation and personal accountability
  • Strong organization and time-management skills
  • Dependability and consistent follow-through
  • Comfort working independently from home
  • Ability to communicate confidently through Zoom and phone
  • Basic computer proficiency
  • Coachability and willingness to learn
  • Strong work ethic and goal-oriented mindset
  • Commitment to providing an exceptional client experience

Experience That Transfers Well

Previous experience is welcomed but not required.

Candidates from the following backgrounds often have highly transferable skills:

  • Customer Service
  • Client Relations
  • Retail
  • Hospitality
  • Healthcare
  • Banking or Financial Services
  • Education
  • Administrative Support
  • Call Centers
  • Military
  • Sales
  • Business Development
  • Account Management

We value communication skills, professionalism, integrity, coachability, and work ethic as much as previous experience.

Minimum Requirements

Applicants must:

  • Be at least 18 years old
  • Be legally authorized to work in the United States
  • Be physically located within the United States
  • Have access to a computer or laptop
  • Maintain reliable high-speed internet
  • Have webcam and microphone capability
  • 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

Licensing guidance is provided for candidates who are not currently licensed.

Interview Process

Qualified applicants will complete a brief career overview covering the position, compensation structure, licensing requirements, training, client responsibilities, and advancement opportunities.

Candidates interested in continuing will then have the opportunity to schedule a live Zoom interview with our hiring team.

The hiring process is conducted virtually for convenience and accessibility.

Ready to Build Your Future?

If you're looking for a remote customer service and benefits career where you can help families, develop professionally, build lasting client relationships, and create long-term opportunities through your performance, we'd like to hear from you.

Apply today to be considered for our Remote Client Success Specialist opportunity with Globe Life AO.

Work From Home. Serve Clients. Help Families. Grow Your Career. 🚀

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.

About the company

AIL

American Income Life is a major provider of supplemental insurance benefits to working families through relationships established with labor unions, credit unions, and associations.

The Company was founded with just $25,000 in borrowed capital more than 50 years ago by entrepreneur and philanthropist Bernard Rapoport.

American Income Life is licensed in 49 states, the District of Columbia, Canada, and is registered to carry on business in New Zealand. AIL also has a wholly-owned subsidiary: National Income Life Insurance Company, licensed in the state of New York. American Income Life, along with our New York subsidiary National Income Life, has combined assets of more than $3 billion with more than $46.6 billion of life insurance in force in 2014. (as of 4/15)

A.M. Best, one of the country's oldest and most respected insurance ratings companies, has rated American Income Life as A (Excellent) for Financial Strength (as of 10/24).

American Income Life Insurance Company has a long history and rich tradition of partnering with the working family community: through national and local leaders, advocating for key issues and campaigns, and investing in a public agenda that reflects the core values of importance to all working people.

If you are interested in a career where your opportunities are truly unlimited, please visit www.ailcareers.com.

Company size

5,001-10,000 employees

Industry

Insurance

Org type

Public Company

Headquarters

Waco, TX

Apply Now

About the company

AIL

American Income Life is a major provider of supplemental insurance benefits to working families through relationships established with labor unions, credit unions, and associations.

The Company was founded with just $25,000 in borrowed capital more than 50 years ago by entrepreneur and philanthropist Bernard Rapoport.

American Income Life is licensed in 49 states, the District of Columbia, Canada, and is registered to carry on business in New Zealand. AIL also has a wholly-owned subsidiary: National Income Life Insurance Company, licensed in the state of New York. American Income Life, along with our New York subsidiary National Income Life, has combined assets of more than $3 billion with more than $46.6 billion of life insurance in force in 2014. (as of 4/15)

A.M. Best, one of the country's oldest and most respected insurance ratings companies, has rated American Income Life as A (Excellent) for Financial Strength (as of 10/24).

American Income Life Insurance Company has a long history and rich tradition of partnering with the working family community: through national and local leaders, advocating for key issues and campaigns, and investing in a public agenda that reflects the core values of importance to all working people.

If you are interested in a career where your opportunities are truly unlimited, please visit www.ailcareers.com.

Company size

5,001-10,000 employees

Industry

Insurance

Org type

Public Company

Headquarters

Waco, TX

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