Note: The job is a remote job and is open to candidates in USA. AO Globe Life is hiring a Financial Protection Representative to help clients understand benefit options, coverage, and enrollment through scheduled virtual consultations. The role also involves maintaining client records, following up with clients, and providing ongoing service and relationship support remotely.
Responsibilities
- Conduct scheduled virtual consultations with clients using Zoom
- Identify client needs and guide them through available benefit options
- Explain coverage details and enrollment steps clearly and professionally
- Maintain accurate digital records and manage follow-up communication
- Provide exceptional client service while building long-term relationships
- Participate in ongoing training sessions and team meetings to strengthen skills
Skills
- Strong verbal communication and interpersonal skills
- Organized, dependable, and comfortable working independently in a remote environment
- Confidence using video conferencing platforms and digital tools
- Motivated by service-oriented, purpose-driven work
- Must be physically located and authorized to work in the United States
- Reliable internet connection
- Windows-based laptop or desktop computer with webcam
- Communicative and empathetic individuals who value professionalism and service
- Organized professionals capable of managing responsibilities in a remote setting
- Growth-oriented individuals committed to continuous learning
- Team players who collaborate effectively while working independently
- Be at least 18 years of age and legally eligible to work in the United States
- Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
- Self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement
- Customer service, sales, or client relations experience is helpful but not required
- No prior insurance experience is required
Benefits
- 100% remote from anywhere in the United States
- Flexible scheduling
- Commission-based, performance-driven compensation
- Comprehensive onboarding, including product education, compliance standards, and client communication strategies
- Weekly virtual training sessions
- Mentorship opportunities
- Licensing guidance
- Ongoing professional development
- Continued learning, advancement pathways, and opportunities to take on leadership responsibilities over time
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