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Financial Services Client Representative

Posted a day ago
$90000 - $119K per year
0-2 years experience
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AI Summary

The representative will conduct virtual appointments to explain insurance solutions 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

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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