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The Financial Protection Specialist will contact prospective clients to conduct virtual needs assessments and explain insurance options. They are responsible for building trusted relationships, maintaining accurate records, and participating in ongoing professional development.
Position Overview
AO Globe Life is seeking a Financial Protection Specialist to help clients explore insurance solutions that may support their families during unexpected events. In this remote role, you will connect with prospective clients, complete virtual needs assessments, and explain life, accident, and supplemental health insurance options.
You will receive the training, resources, coaching, and client leads needed to focus on building trusted relationships and growing your professional skills.
Responsibilities
Contact prospective clients using company-provided warm leads
Schedule and conduct virtual consultations
Review client needs through a needs-based process
Explain available life, supplemental health, and accident insurance options
Help clients understand product benefits and next steps
Follow up with clients in a professional and timely manner
Maintain accurate client information and communication records
Participate in ongoing development and coaching sessions
What We Offer
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 member service
Qualifications
Strong written, verbal, and listening skills
Client-centered approach and professional 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
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