[Hiring] Entry-Level Client Representative @AIL

Role Description

As a Legacy Protection Advisor, you will:

• Connect with members through scheduled phone and Zoom consultations
• Learn about each client's financial protection needs and goals
• Recommend supplemental life insurance and benefit solutions tailored to individual circumstances
• Guide clients through the enrollment process with professionalism and care
• Build long-term relationships through exceptional customer service and ongoing support
• Conduct policy reviews and assist with beneficiary updates and claims guidance
• Maintain accurate digital records while ensuring compliance with company policies and industry regulations
• Participate in ongoing training, mentorship, and professional development

Qualifications

• Strong verbal and written communication skills
• Outstanding customer service and relationship-building abilities
• Self-motivation and a results-oriented mindset
• Excellent organizational and time-management skills
• Comfort using computers, Zoom, and web-based technology
• Strong problem-solving and critical-thinking skills
• Coachability and willingness to continuously learn
• Previous experience in customer service, sales, healthcare, education, hospitality, recruiting, or financial services is helpful—but not required

Requirements

• Must be legally authorized to work in the United States
• Ability to obtain a state Life & Health Insurance License (licensing guidance provided)
• Reliable high-speed internet connection
• Windows-based computer with webcam
• Professional home office environment

Benefits

• Company-supported life insurance
• Accidental Death Benefit (ADB) coverage
• Medical insurance reimbursement
• Union representation through OPEIU Local 277
• Leadership development opportunities
• Incentive travel
• Leadership conferences
• Professional development events
• Team recognition programs
• Career advancement opportunities