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The representative will conduct virtual appointments to explain insurance options and provide guidance to prospective clients. They are responsible for managing warm leads, performing needs reviews, and maintaining consistent follow-up to build client relationships.
Position Overview
AO Globe Life is hiring a Financial Services Client Representative to help clients understand insurance solutions that may support their families’ financial well-being. You will work remotely, speak with prospective clients through virtual appointments, and provide clear information about life, supplemental health, and accident insurance.
This opportunity offers a supportive environment for candidates ready to build communication, client-service, and professional sales skills.
Responsibilities
Work with warm leads supplied by the company
Schedule and conduct virtual appointments
Complete client-focused needs reviews
Explain insurance options in a clear and professional manner
Answer client questions and provide helpful guidance
Follow up consistently with prospective clients
Build strong client relationships through excellent service
Participate in regular training, coaching, and team meetings
What We Offer
100% remote work opportunity
Company-provided warm leads
Weekly compensation
Unlimited earning potential
Medical insurance premium reimbursement
Comprehensive online training
Daily coaching and mentorship
Performance incentives
No overhead expenses
OPEIU Local 277 union representation
Opportunity with a stable organization serving members and families for 70 years
Qualifications
Excellent communication and interpersonal skills
Strong listening and customer-service ability
Detail-oriented, professional, and reliable
Comfortable with virtual meeting platforms and computer systems
Self-motivated with a positive attitude
Able to work independently and as part of a remote team
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