Remote Client Advisor at AIL | San Francisco, USA | Rezi

Remote Client Advisor at AIL

Remote Client Advisor

AIL · San Francisco, USA

1 months ago

Remote Client Advisor

AIL · San Francisco, USA

2 months ago
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About the Role

AO Globe Life is expanding its remote team and seeking motivated, service-oriented professionals to build sustainable careers while making a real impact. This role offers structured training, mentorship, and resources for success in a fully remote environment.

Responsibilities

  • Conduct virtual consultations with individuals and families through Zoom
  • Learn about each client's needs, priorities, and financial protection goals
  • Educate clients on available life, accident, and supplemental benefit options
  • Recommend appropriate coverage solutions based on individual circumstances
  • Guide clients through the enrollment process from application to policy activation
  • Maintain accurate digital records and ensure compliance with industry regulations and company standards
  • Provide ongoing client support, including policy reviews, beneficiary updates, and account assistance when needed
  • Build long-term relationships through consistent communication and exceptional service
  • Participate in training programs, mentorship opportunities, and professional development sessions

Requirements

  • Authorized to work in the United States
  • Must be physically located within the United States
  • Reliable high-speed internet connection
  • Windows-based laptop or desktop computer with webcam capability
  • Eligible to obtain a Life & Health Insurance License (licensing support provided)

Skills

  • Zoom
  • Digital communication platforms

Location

  • Remote (United States)

Work Type

  • 100% remote
  • Flexible scheduling

Experience Level

  • Entry-level

Benefits

  • Warm client inquiries provided — no cold calling or prospecting required
  • Comprehensive training and licensing support
  • Weekly direct deposit
  • Monthly and quarterly performance bonuses
  • Long-term income potential through vested renewals
  • Union representation through OPEIU Local 277
  • Leadership development and advancement opportunities
  • Recognition programs, conferences, and performance-based travel incentives
  • Collaborative, growth-focused team culture

About the Company

  • 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, mentorship, and long-term relationships, with a strong commitment to supporting both our clients and our team members.