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Financial Services Associate

Posted 2 hours ago
0-2 years experience
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AI Summary

The associate will conduct virtual appointments to explain life, accident, and supplemental health insurance options to prospective clients. They are responsible for managing client records, providing professional recommendations, and following up on leads provided by the company.

Position Overview

AO Globe Life is hiring a Financial Protection Associate to work remotely with individuals and families exploring insurance options. You will help clients learn about life, supplemental health, and accident coverage while providing a supportive and professional experience.

This position is well suited for motivated professionals who enjoy communication, client interaction, and career development in a performance-based environment.

Responsibilities

  • Speak with prospective clients from company-provided warm leads

  • Schedule and conduct virtual appointments

  • Review client needs, priorities, and coverage concerns

  • Explain life, accident, and supplemental health insurance options

  • Recommend appropriate products and services

  • Follow up with clients in a timely manner

  • Maintain organized client records

  • Participate in ongoing training and mentorship

What We Offer

  • 100% remote role

  • Warm leads provided

  • Weekly pay

  • Unlimited earning potential

  • Medical insurance premium reimbursement

  • Online training and continued professional development

  • Daily coaching and mentorship

  • Performance incentive opportunities

  • No overhead expenses

  • OPEIU Local 277 union representation

  • Career growth with a stable organization serving clients and members for 70 years

Qualifications

  • Excellent verbal, written, and listening skills

  • Strong relationship-building ability

  • Detail-oriented and dependable

  • Comfortable using computer systems

  • Positive and self-directed work style

  • Ability to work independently and as part of a remote team

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