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The Financial Services Associate will contact prospective clients using warm leads to conduct virtual consultations and identify insurance needs. They are responsible for explaining insurance products, maintaining accurate records, and providing ongoing support to clients.
Position Overview
AO Globe Life is seeking a Financial Services Associate to help clients explore insurance protection options for themselves and their families. In this fully remote role, you will connect with prospective clients, complete virtual needs-based conversations, and explain available life, supplemental health, and accident insurance coverage.
You will receive the tools, warm leads, training, and mentorship needed to focus on building trusted relationships and advancing your skills.
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
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 serving members and families
Qualifications
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
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