Global Remote Client Advisor
New
J
JobgetherInsurance
Based in the United StatesFull-TimeEntry
SalaryCommission-based compensation with weekly commission payments. Performance-based bonuses, incentives, recognition programs, and leadership incentives. No predetermined earnings cap.
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Job Details
- Required Skills
- Customer serviceOrganizational skillsTime ManagementRelationship management
Requirements
- Must be at least 18 years of age.
- Strong communication and interpersonal skills, with the ability to explain information clearly and establish rapport.
- Client-first mindset with strong relationship-building, listening, and follow-through skills.
- Self-motivated, dependable, goal-oriented, and comfortable working independently in a remote environment.
- Strong organization and time-management skills to manage appointments, follow-ups, and documentation.
- Adaptable and solutions-oriented, with a willingness to learn new products, systems, and processes.
- Comfortable using Zoom, phone communication, computers, and virtual collaboration technologies.
- Reliable computer or laptop, high-speed internet, webcam, microphone, and a quiet professional workspace.
- Coachability and openness to feedback, mentoring, and continuous professional development.
- Willingness and ability to obtain the appropriate state Life & Health Insurance License.
- Willingness to complete required virtual training and participate in ongoing professional development.
Responsibilities
- Conduct scheduled virtual and phone appointments with individuals and families who have requested information about available benefits.
- Build trust with clients by actively listening to their needs, answering questions clearly, and delivering a professional, personalized experience.
- Explain available life, accident, and supplemental health insurance options once appropriately licensed.
- Provide needs-based guidance and help clients understand coverage features, benefit choices, applications, and enrollment requirements.
- Assist clients with beneficiary information, documentation, and other enrollment-related processes.
- Maintain ongoing communication with clients following enrollment and provide support for applicable service needs, updates, and policy reviews.
- Maintain accurate digital client records and ensure timely, professional follow-up.
- Participate in virtual onboarding, product education, sales training, coaching, workshops, and professional development activities.
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