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Remote Client Advisory Specialist jobs in United States
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Globe Life · 4 weeks ago

Remote Client Advisory Specialist

AO Globe Life is seeking motivated, self-driven professionals who want to build meaningful careers in a fully remote environment. This role involves conducting virtual consultations with clients, providing personalized guidance on financial protection options, and maintaining accurate digital records.
FinanceProperty & Casualty InsuranceFinancial ServicesInsurance
badNo H1Bnote

Responsibilities

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

Qualification

Life Insurance LicenseZoomWindows

Required

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)

Preferred

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

Benefits

Medical reimbursement and life insurance benefits for qualifying team members
Monthly and quarterly performance bonuses
Union representation through OPEIU Local 277
Comprehensive training, workshops, and licensing support
Leadership development and career advancement pathways
Recognition programs, team events, and performance-based travel incentives

Company

Globe Life

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Globe Life is an insurance company.

Funding

Current Stage
Public Company
Total Funding
$250M
2024-08-15Post Ipo Debt· $250M
2019-08-09IPO

Leadership Team

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Frank Svoboda
Co-Chairman and Chief Executive Officer
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Company data provided by crunchbase