Financial Wellness Representative
A remote opportunity for individuals who want to help families feel more prepared and financially protected.
AO Globe Life is seeking Financial Wellness Representatives to support clients as they review important insurance decisions. You will help individuals and families learn about products designed to provide protection during unexpected life events.
We provide a structured environment with training, mentorship, warm leads, and room for professional advancement.
Responsibilities
Conduct virtual appointments with prospective clients
Identify individual and family coverage needs
Present life, accident, and supplemental health insurance options
Help clients understand benefits and next steps
Build relationships through timely follow-up
Maintain a client-first, professional approach
What’s Included
100% remote position
Warm leads supplied by the company
Weekly pay with unlimited income potential
Medical insurance premium reimbursement
Comprehensive onboarding and online training
Daily coaching and mentorship
Performance incentives
No overhead costs
Union representation through OPEIU Local 277
A stable company with a 70-year history of serving members
Requirements
Strong written and verbal communication
People-oriented approach
Professional listening skills
Detail-oriented and organized work habits
Comfort with computers and virtual communication
Ability to work independently while participating in a team culture