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Financial Wellness Representative

Posted 10 days ago
$90000 - $119K per year
0-2 years experience
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AI Summary

Conduct virtual appointments with prospective clients to identify their insurance coverage needs. Present life, accident, and supplemental health insurance options while building long-term client relationships.

A remote opportunity for individuals who want to help families feel more prepared and financially protected.

AO Globe Life is seeking Financial Wellness Representatives to support clients as they review important insurance decisions. You will help individuals and families learn about products designed to provide protection during unexpected life events.

We provide a structured environment with training, mentorship, warm leads, and room for professional advancement.

Responsibilities

  • Conduct virtual appointments with prospective clients

  • Identify individual and family coverage needs

  • Present life, accident, and supplemental health insurance options

  • Help clients understand benefits and next steps

  • Build relationships through timely follow-up

  • Maintain a client-first, professional approach

What’s Included

  • 100% remote position

  • Warm leads supplied by the company

  • Weekly pay with unlimited income potential

  • Medical insurance premium reimbursement

  • Comprehensive onboarding and online training

  • Daily coaching and mentorship

  • Performance incentives

  • No overhead costs

  • Union representation through OPEIU Local 277

  • A stable company with a 70-year history of serving members

Requirements

  • Strong written and verbal communication

  • People-oriented approach

  • Professional listening skills

  • Detail-oriented and organized work habits

  • Comfort with computers and virtual communication

  • Ability to work independently while participating in a team culture

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