Virtual Financial Services Associate
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