Financial Services Client Representative

Remote
Full Time
Entry Level

Position Overview

AO Globe Life is hiring a Financial Services Client Representative to help clients understand insurance solutions that may support their families’ financial well-being. You will work remotely, speak with prospective clients through virtual appointments, and provide clear information about life, supplemental health, and accident insurance.

This opportunity offers a supportive environment for candidates ready to build communication, client-service, and professional sales skills.

Responsibilities

  • Work with warm leads supplied by the company

  • Schedule and conduct virtual appointments

  • Complete client-focused needs reviews

  • Explain insurance options in a clear and professional manner

  • Answer client questions and provide helpful guidance

  • Follow up consistently with prospective clients

  • Build strong client relationships through excellent service

  • Participate in regular training, coaching, and team meetings

What We Offer

  • 100% remote work opportunity

  • Company-provided warm leads

  • Weekly compensation

  • Unlimited earning potential

  • Medical insurance premium reimbursement

  • Comprehensive online training

  • Daily coaching and mentorship

  • Performance incentives

  • No overhead expenses

  • OPEIU Local 277 union representation

  • Opportunity with a stable organization serving members and families for 70 years

Qualifications

  • Excellent communication and interpersonal skills

  • Strong listening and customer-service ability

  • Detail-oriented, professional, and reliable

  • Comfortable with virtual meeting platforms and computer systems

  • Self-motivated with a positive attitude

  • Able to work independently and as part of a remote team

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