Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Wellness Representative

Full-time

AIL

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

Important Information About This Opportunity

This is a 100% remote, independent contractor opportunity with American Income Life / Globe Life. Compensation is commission-based and performance-driven; this is not an hourly or salaried position.

Candidates selected to move forward should be prepared to:

• Be at least 18 years of age and legally eligible to work in the United States
• Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
• Complete required training and participate in virtual meetings
• Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
• Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense

No prior insurance experience is required. Training, mentorship, licensing guidance, and ongoing professional development are provided.

This opportunity is best suited for individuals who are self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement.

American Income Life / Globe Life is committed to providing equal opportunity without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other characteristics protected by applicable law.

Specific licensing requirements, fees, compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process.

Vacancy posted 11 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Representative in Naperville, IL vacancy
  • $45k - $100k

     ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones...  ...by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Naperville, IL
    2 days ago
  •  ...Modern Woodmen of America Launch your financial services career with an organization that...  ...serve. About the role Our financial representatives at Modern Woodmen of America are dedicated...  ...latest industry resources, you'll be well‑equipped to succeed in your new role.... 
    Suggested
    Full time
    Local area

    Modern Woodmen of America

    Burr Ridge, IL
    6 days ago
  • $50k

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With...  ...ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Naperville, IL
    5 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Suggested
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Naperville, IL
    1 day ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Suggested
    Full time
    Internship
    Local area

    UNAVAILABLE

    Naperville, IL
    3 days ago
  • $160k - $190k

     ...leadership to ensure awareness of priorities for workflow Use financial data such as cash flow, liquidity, profitability, and leverage...  ...meetings to develop knowledge of prospective opportunities as well as upcoming renewals Communicate upstream with the... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Busey Bank

    Naperville, IL
    3 days ago
  • $33k - $55k

     ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of...  ...educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Naperville, IL
    2 days ago
  • $55k - $65k

     ...Job Description Job Description About Us Advanced Planning Advisors is a boutique financial planning and investment advisory firm in Naperville, IL, that is dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized... 

    Advanced Planning Advisors Group Inc.

    Naperville, IL
    a month ago
  •  ...flexible professional for a work-from-home role. You will conduct virtual consultations, assess client needs, and educate families on financial solutions to support wellbeing. You’ll also build lasting client relationships through regular check-ins and handle related... 
    Remote job
    Work from home
    Flexible hours

    Aogarciaagency

    Joliet, IL
    3 days ago
  • Edward Jones seeks a financial advisor to build and grow their own practice with support from a branch team, home office, and regional advisors. With a long history and extensive client base across the U.S. and Canada, you’ll have the flexibility and backing to serve clients... 
    Home office

    Edward Jones

    Naperville, IL
    4 days ago
  • $61k - $119k

    Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-... 
    For contractors
    Work at office

    Northwestern Mutual

    Naperville, IL
    3 days ago
  • $65k - $140k

     ...Family Group Wealth Sales & Service Provides financial and investment planning and advice in...  ...Type Salaried & Commission The above represents BMO Financial Group's pay range and type...  ...based incentives, discretionary bonuses, as well as other perks and rewards. BMO also... 
    Contract work
    Part time
    Local area

    BMO Harris Bank

    Glen Ellyn, IL
    2 days ago
  • Company Description Advanced Planning Advisors Group Inc. is dedicated to helping families and businesses build and protect their financial future through tailored guidance. The firm designs customized financial road maps that address individual, family, and business goals... 
    Full time
    Local area

    Advanced Planning Advisors Group Inc.

    Naperville, IL
    5 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an... 
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America Corporation

    Naperville, IL
    more than 2 months ago
  • $85.79k - $128.68k

     ...Sr. Financial Planning & Analysis Analyst The Sr. Financial Planning & Analysis Analyst...  ...physical demands described here are representative of those that must be met to successfully...  ...including health, dental, 401k and wellness benefits beginning on the first day of... 
    Full time
    Work at office
    Local area
    Monday to Friday
    Shift work

    Maker’s Pride LLC

    Downers Grove, IL
    5 days ago
  • $19 - $22 per hour

     ...student(s) within their assigned portfolio. Supports students with Financial Aid advising and awareness of overall financial literacy to...  ...and problem-solving skills. ~ Ability to work independently as well as function as part of a team. ~ Must be a self-starter with... 
    Full time
    Work at office
    Afternoon shift

    Covista

    Lisle, IL
    8 hours ago
  • $37.13k - $61.88k

     ...experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet....  ...assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Naperville, IL
    5 days ago
  • $70k - $80k

     ...securing a mortgage loan that is appropriate for their individual financial circumstances. This is a fantastic opportunity to work in a...  ...communication skills, both written and verbal. Ability to work well in a fast-paced, team-oriented environment. Four year college... 
    Permanent employment
    Local area

    Jobot

    Naperville, IL
    6 days ago
  • $86k - $126k

     ...Distributed IT (DIT) division is currently seeking a Commercial Financial Analyst to join our team in Woodridge, IL. This position...  ...business execute against its plan. It is an ideal opportunity for a well-rounded early-career finance professional ready to broaden their... 
    H1b
    Local area
    Remote work
    Visa sponsorship
    Relocation package
    Shift work
    2 days per week

    Eaton

    Woodridge, IL
    3 days ago
  • $43k - $75k

     ...provides advice and guidance regarding financial solutions that are in the best interests...  ...evaluation will be required for this position as well as restrictions on performing in a real...  ...00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial Group

    Romeoville, IL
    3 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Geneva, IL
    3 days ago
  • $23.55 per hour

     ...banking products and services that best meet their needs. Responsible for taking Home Equity and other retail loan applications, as well as closing loans, and referring mortgages to internal partners. Partner with other areas of the bank to promote: Business Banking... 
    Hourly pay
    Full time
    Local area
    Monday to Friday
    Shift work
    Night shift

    First American Bank

    Hampshire, IL
    5 days ago
  • $45.38k - $75.63k

     ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...  ...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Plainfield, IL
    4 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We... 
    Internship
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Romeoville, IL
    3 days ago
  • $17 - $28.96 per hour

     ...Associated Bank requires you to directly represent yourself and your own experiences during...  ...transactions, assist customers with financial needs, and introduce solutions that help...  ...services that support customers' financial wellness. Open new accounts and build lasting... 
    Hourly pay
    Immediate start

    Associated Banc-Corp

    Elgin, IL
    5 days ago
  •  ...through cannabis and educate them on how it can be used as a wellness product. Build rapport with regular patients/customers to...  .... The mental and physical requirements described here are representative of those that must be met by an individual, with or without reasonable... 
    Work at office
    Local area

    Verano

    Naperville, IL
    2 days ago
  • Northwestern Mutual is seeking College Financial Representatives for its internship program in Naperville, Illinois. The internship mimics a full-time Financial Representative role, allowing students to gain practical experience while building a financial planning practice... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Naperville, IL
    4 days ago
  • $106.25k - $141.65k

     ...role include comprehensive healthcare, well-being benefits, paid family leave as well...  .... Helps clients identify their distinct financial needs and objectives and then recommend...  ...new or additional sales opportunities. Represents the Bank in community organizations and... 
    Contract work
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    Midland States Bank

    Joliet, IL
    3 days ago
  • $25.43 - $31.78 per hour

     ...Job Description Job Description Registered Financial Client Associate Summary: The Wheaton, Illinois branch of Benjamin F. Edwards...  ...in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills,... 
    Hourly pay
    Work experience placement
    Work at office
    Home office

    Benjamin F Edwards & Co

    Wheaton, IL
    13 days ago
  • $81.36k - $122.04k

     ...sewer, gas lines, and more - so they can avoid the stress and financial impact of unexpected repairs. Our work helps homeowners stay safe...  ...your transportation and dependent care expenses. ~ Employee Wellness: Access to EAP, health, legal, and financial resources to... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours

    American Water Resources LLC

    Naperville, IL
    22 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Wellness Representative. Be the first to apply!