Remote Client Services Associate
About the 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