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Financial Services Client Representative

Posted 9 days ago
$90000 - $119K per year
0-2 years experience
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AI Summary

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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