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Remote Financial Services Consultant

Posted 2 hours ago
0-2 years experience
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AI Summary

Provide financial consulting services to clients in a remote capacity. Assist clients with financial planning and service inquiries.

Position Overview

AO Globe Life is hiring a Remote Financial Services Consultant to help clients explore insurance solutions that may support their financial protection needs. In this role, you will meet with individuals and families virtually, learn about their situation, and educate them on life, supplemental health, and accident insurance options.

We offer a structured remote environment with comprehensive training, warm leads, mentorship, and the opportunity for career advancement.

Responsibilities

  • Connect with prospective clients and schedule virtual meetings

  • Conduct needs-based discussions with individuals and families

  • Explain available life, accident, and supplemental health insurance options

  • Provide clear answers to client questions

  • Recommend appropriate products and services based on client needs

  • Complete timely follow-up communication

  • Build professional client relationships

  • Participate in ongoing training and coaching

What We Offer

  • 100% remote opportunity

  • Company-provided warm leads

  • Weekly pay structure

  • Unlimited income potential

  • Medical premium reimbursement

  • Digital training resources available across devices

  • Daily mentorship and coaching

  • Performance incentive programs

  • No overhead costs

  • OPEIU Local 277 union representation

  • A 70-year history of member-centered service

Qualifications

  • Excellent communication and listening skills

  • Professional, dependable, and people-oriented

  • Strong attention to detail

  • Comfortable working with technology and virtual meetings

  • Positive attitude and willingness to learn

  • Ability to work independently and collaboratively

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