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Financial Services Associate

Posted a day ago
0-2 years experience
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AI Summary

The associate will conduct virtual appointments to review client needs and explain life, accident, and supplemental health insurance options. They are responsible for maintaining organized client records and following up with prospective clients provided through company leads.

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

Important Information About This Opportunity

This is a 100% remote, independent contractor opportunity with American Income Life / Globe Life. Compensation is commission-based and performance-driven; this is not an hourly or salaried position.

Candidates selected to move forward should be prepared to:

• 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. Training, mentorship, licensing guidance, and ongoing professional development are provided.

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.

American Income Life / Globe Life is committed to providing equal opportunity without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other characteristics protected by applicable law.

Specific licensing requirements, fees, compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process.

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