Note: The job is a remote job and is open to candidates in USA. AO Globe Life provides insurance protection products and is seeking a Financial Services Associate to support clients remotely. The role involves conducting virtual needs-based consultations, explaining insurance coverage, maintaining client records, and providing responsive follow-up while completing required licensing and training.
Responsibilities
- Contact prospective clients using company-provided warm leads
- Schedule and conduct virtual consultations
- Identify client needs through professional conversations
- Explain available insurance products and benefits
- Help clients understand coverage and next steps
- Provide timely follow-up and responsive support
- Maintain accurate client information and records
- Participate in coaching, training, and team development
Skills
- * Strong written, verbal, and listening skills
- * Professional and client-centered communication style
- * Ability to build rapport and trust with clients
- * Strong organization and attention to detail
- * Comfortable using technology and virtual communication platforms
- * Ability to work independently and as part of a team
- • 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
- • Complete required training and participate in virtual meetings
- • Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
- • Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate's expense
- No prior insurance experience is required
- This opportunity is best suited for individuals who are self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement
Benefits
- Fully remote opportunity
- Warm leads provided
- Weekly compensation
- Unlimited earning potential
- Medical insurance premium reimbursement
- Industry-leading online training
- Daily coaching and mentorship
- Performance-based incentive programs
- No overhead costs
- OPEIU Local 277 union representation
- Stable career opportunity with a 70-year history of serving members and families
- Commission-based and performance-driven compensation
- Training, mentorship, licensing guidance, and ongoing professional development
- Opportunities for professional growth and advancement
Company Overview