About this role
Position Overview
AO Globe Life is seeking a Virtual Financial Services Associate to support clients as they explore insurance products designed to help protect their financial well-being. You will work remotely with individuals and families, conduct needs-based conversations, and explain available coverage options.
This role is ideal for candidates who are driven, professional, and interested in building a career through strong communication, client service, and ongoing personal development.
Responsibilities
- Work with prospective clients from company-provided warm leads
- Schedule and complete virtual appointments
- Conduct customer-focused needs reviews
- Explain life, accident, and supplemental health insurance options
- Assist clients with understanding product benefits
- Provide clear communication and timely follow-up
- Maintain accurate client records
- Participate in ongoing coaching, training, and leadership development
What We Offer
- Fully remote work environment
- Warm leads provided
- Weekly pay structure
- Unlimited earning potential
- Medical premium reimbursement
- Online training and resources
- Daily coaching and professional mentorship
- Performance incentive programs
- No overhead expenses
- OPEIU Local 277 union representation
- Opportunity with a stable organization serving members for 70 years
Qualifications
- Excellent written, verbal, and listening skills
- Strong people skills and client-focused mindset
- Detail-oriented and organized
- Comfortable using virtual meeting platforms and computer systems
- Proactive and solution-focused
- Able to work effectively on an independent basis and within a team