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Virtual Financial Services Associate

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

The associate will conduct virtual consultations to educate prospective clients on life, accident, and supplemental health insurance options. They are responsible for managing warm leads, maintaining accurate client records, and providing ongoing support to ensure a positive customer experience.

Position Overview

AO Globe Life is seeking a Remote Insurance Education Specialist to help clients understand insurance coverage options and make informed decisions for themselves and their families. You will work virtually with prospective clients, provide needs-based education, and support a professional and positive insurance experience.

This role offers warm leads, weekly pay, ongoing coaching, and the flexibility of a fully remote work environment.

Responsibilities

  • Connect with prospective clients through warm leads

  • Schedule and conduct virtual client consultations

  • Ask questions to understand client needs and priorities

  • Explain life, accident, and supplemental health insurance options

  • Educate clients on benefits, coverage, and available services

  • Provide timely follow-up and responsive support

  • Maintain organized and accurate client communication records

  • Attend training and participate in team development

What We Offer

  • 100% remote opportunity

  • Company-provided warm leads

  • Weekly compensation

  • Unlimited income potential

  • Medical insurance premium reimbursement

  • Industry-leading online training

  • Daily coaching and mentorship

  • Performance incentives

  • No overhead expenses

  • Union representation through OPEIU Local 277

  • Long-term career potential with a member-focused organization serving clients for 70 years

Qualifications

  • Excellent communication and active-listening skills

  • Professional, patient, and people-oriented approach

  • Strong organization and attention to detail

  • Comfortable using digital systems and virtual meeting platforms

  • Proactive problem-solving ability

  • Ability to work independently while remaining connected to a 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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