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Financial Wellness Representative

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

Connect with members and prospective clients to conduct virtual appointments and perform needs-based coverage reviews. Educate clients on insurance options and provide consistent, professional follow-up to build strong relationships.

Position Overview

AO Globe Life is looking for a Member Benefits Advisor to work remotely with individuals, families, labor union members, credit union members, and association members. You will help clients understand insurance options, answer questions, and guide them through a needs-based process with professionalism and care.

This opportunity is ideal for candidates who want to use their communication skills in a client-facing career with strong training, mentorship, and advancement potential.

Responsibilities

  • Connect with members and prospective clients through warm leads

  • Schedule and conduct virtual appointments

  • Complete needs-based coverage reviews

  • Explain life, supplemental health, and accident insurance options

  • Educate clients on available benefits and services

  • Provide consistent, professional follow-up

  • Build strong client relationships through excellent service

  • Participate in training, coaching, and team development

What We Offer

  • 100% remote work

  • Warm leads supplied by the company

  • Weekly pay structure

  • Unlimited earning potential

  • Medical insurance premium reimbursement

  • Comprehensive online training

  • Daily leadership coaching and mentorship

  • Performance-based incentives

  • No overhead costs

  • OPEIU Local 277 union representation

  • Career stability with a 70-year organization focused on member satisfaction

Qualifications

  • Excellent verbal, written, and listening skills

  • Strong customer-service and relationship-building ability

  • Professional, dependable, and detail-oriented work style

  • Comfortable using virtual meeting tools and computer systems

  • Positive, proactive approach to client service

  • 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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