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Client Financial Protection Representative

Posted 10 days ago
$90000 - $119K per year
0-2 years experience
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AI Summary

The representative will connect with warm leads to assess client needs and recommend appropriate insurance products. They are responsible for scheduling appointments and providing a professional, supportive experience throughout the client journey.

Build relationships. Help clients prepare. Grow professionally.

AO Globe Life is expanding its remote team and is seeking Client Financial Protection Representatives. In this role, you will speak with individuals and families about insurance coverage designed to provide support during unexpected life events.
 

What You’ll Handle

  • Connect with warm leads and schedule appointments

  • Learn about each client’s needs and priorities

  • Explain life, accident, and supplemental health insurance products

  • Recommend appropriate options based on client needs

  • Follow up to provide a professional and supportive experience
     

What You Can Expect

  • Remote work flexibility

  • Warm leads supplied by the company

  • Weekly pay and unlimited income opportunity

  • Medical premium reimbursement

  • Extensive training and ongoing coaching

  • Daily mentorship from team leaders

  • Performance-based incentives

  • No overhead costs to manage

  • OPEIU Local 277 union representation
     

Requirements

  • Strong written and verbal communication skills

  • Client-first mindset

  • Detail-oriented work habits

  • Ability to learn and use computer systems

  • Proactive problem-solving skills

  • Ability to work well in a team and independently

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