Global Remote Client Advisor | Client Services

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Global Remote Client Advisor | Client Services based in the United States. This is a fully remote, client-focused opportunity combining customer service, benefits education, relationship management, and consultative insurance sales. You will connect virtually with individuals and families who have requested information about available benefits and help them make informed coverage decisions. The role is designed for motivated professionals who value flexibility, independence, and performance-driven career growth. No previous insurance experience is required, with structured training, licensing guidance, mentorship, and ongoing professional development provided. You will build lasting client relationships through personalized consultations, enrollment support, follow-up, and responsive service. Qualified client opportunities are provided, allowing you to focus on meaningful conversations rather than traditional cold calling or purchasing leads. The role offers a flexible work-from-home environment with opportunities to develop transferable skills and progress into training and leadership positions. 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. Use Zoom, phone systems, digital platforms, and other virtual tools to communicate effectively with clients, mentors, teammates, and leadership. Develop strong organizational, communication, relationship-management, presentation, sales, and problem-solving capabilities. Work independently while maintaining accountability for activity, client service, professional development, and performance goals. Pursue opportunities for advancement into mentoring, training, team leadership, management, and other leadership responsibilities based on demonstrated performance and initiative. Requirements: Must be at least 18 years of age. Must be legally authorized to work in the United States and physically located within the United States. Previous insurance experience is not required ; experience in customer service, sales, client relations, hospitality, healthcare, education, recruiting, banking, financial services, administration, retail, account management, call centers, military service, or leadership can be highly transferable. Strong communication and interpersonal skills, with the ability to explain information clearly and establish rapport with a wide range of clients. Client-first mindset with strong relationship-building, listening, follow-through, and service skills. Self-motivated, dependable, goal-oriented, and comfortable working independently in a remote environment. Strong organization and time-management skills, with the ability to manage appointments, follow-ups, documentation, and competing priorities. 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 in