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