Remote Client Advisory Specialist

AIL

Posted 3 months ago

Full Time

,

Fully Remote

Smart Summary

Responsibilities

Conduct virtual consultations to provide personalized financial protection guidance and benefit options to individuals and families. Manage digital records, handle enrollment follow-ups, and maintain organized schedules to ensure client productivity.

Qualifications

You are a self-motivated professional with strong communication and organizational skills, comfortable working independently in a remote setting. You have a client-first mindset and are confident using digital platforms like Zoom, with a willingness to obtain a Life Insurance License.

Must Have Skills for ATS

Life Insurance License

Job Description

AO Globe Life is seeking motivated, self-driven professionals who want to build meaningful careers in a fully remote environment. This opportunity offers flexibility, structured growth, and the ability to make a real impact by helping individuals and families understand important financial protection options.

With consistent organizational growth, this role provides access to mentorship, professional development, and advancement opportunities—allowing you to grow at your own pace in a supportive, team-driven setting.

What You’ll Gain

100% remote work environment from anywhere in the United States

Flexible scheduling that supports work-life balance

Pre-qualified client consultations provided — no cold outreach required

Comprehensive training, workshops, and licensing support

Weekly direct deposit

Monthly and quarterly performance bonuses

Union representation through OPEIU Local 277

Medical reimbursement and life insurance benefits for qualifying team members

Leadership development and career advancement pathways

Recognition programs, team events, and performance-based travel incentives

What You’ll Do

Conduct scheduled virtual consultations with individuals and families

Provide personalized guidance based on each client’s needs and goals

Explain available benefit options clearly and professionally

Support clients through enrollment and provide ongoing follow-up

Maintain accurate digital records and ensure compliance standards

Manage schedules and appointments to stay organized and productive

Participate in training sessions, mentorship programs, and team collaboration

Who Thrives in This Role

Strong communicators with a client-first mindset

Self-motivated professionals comfortable working independently

Organized individuals who manage time and priorities effectively

Candidates confident using Zoom and digital platforms

Goal-oriented individuals who value growth and development

Customer service or client-facing experience is helpful but not required

Requirements

Authorized to work in the United States

Reliable internet connection

Windows-based laptop or desktop computer with webcam

Must be physically located within the United States

Eligible to obtain a Life Insurance License (licensing support provided)

About AO Globe Life

For more than 70 years, AO Globe Life has partnered with unions, credit unions, and veteran organizations to provide supplemental benefits that help protect working families nationwide. Our organization is built on service, integrity, and long-term relationships, with a strong focus on supporting both our clients and our team members.

Apply today to begin building a flexible, purpose-driven career with long-term growth potential.

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.
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