Virtual Financial Services Associate

Remote
Full Time
Entry Level

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

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