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

Financial Services Representative

Full-time

AIL

Ready to build a career where your effort, communication, and service directly matter?

AO Globe Life is hiring Financial Services Representatives to support clients seeking life, accident, and supplemental health insurance. This remote opportunity gives you the training, tools, warm leads, and mentorship needed to begin building a successful sales career.

You will work directly with clients to understand their concerns, educate them on available options, and help them move forward with confidence.

Your Responsibilities

  • Engage with prospective clients through virtual appointments

  • Establish rapport and identify client needs

  • Explain insurance products and coverage options

  • Provide responsive follow-up and ongoing support

  • Meet performance goals while maintaining a client-first approach

  • Participate in continuing education and team coaching

Why Consider This Position?

  • Work remotely

  • Receive warm leads from day one

  • Earn weekly with uncapped income potential

  • Access robust training and digital resources

  • Receive mentorship and daily coaching

  • Qualify for medical premium reimbursement

  • Participate in performance incentive programs

  • Avoid overhead costs

  • Join OPEIU Local 277 for union representation

  • Grow with a stable company serving members and families for 70 years

Desired Skills

  • Strong communication and listening skills

  • Customer service mindset

  • Confidence using technology

  • Attention to detail

  • Initiative and problem-solving ability

  • Ability to work well in a remote team environment

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 9 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative in Garland, TX vacancy
  •  ...:30 Work Location ASC (Ambulatory Services Center) Ortho-2nd floor Primary Purpose...  ...insurance verification and preliminary financial counseling services to ensure Parkland'...  ...preferred. •Certified Revenue Cycle Representative (CRCR) preferred. Skills or Special... 
    Suggested
    Contract work
    Monday to Friday

    Parkland Health and Hospital System

    Dallas, TX
    3 days ago
  • $16 - $18 per hour

    The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection... 
    Suggested
    Hourly pay
    Work at office
    Local area
    Shift work

    WFC Limited Partnership

    Mesquite, TX
    5 days ago
  •  ...application process. REG FULL TIME Clerical Plano, TX, US 18 days ago Requisition ID: 3088 Position Summary The Patient Financial Services Representative is responsible for reviewing patient accounts to ensure accurate patient balances, resolving patient billing inquiries... 
    Suggested
    Full time
    Work at office

    BEACON BEHAVIORAL SUPPORT SERVICES

    Plano, TX
    5 days ago
  •  ...Job Description Job Description ROLE DESCRIPTION: As a  Financial Services Representative – State Farm Agent Team Member with Travis Barton - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge... 
    Suggested
    Work at office
    Flexible hours

    Travis Barton - State Farm Agent

    Rowlett, TX
    10 days ago
  • $55k - $80k

    Financial Services Representative - State Farm Agent Team Member Total compensation $55,000.00 - $80,000.00 per year. About the Opportunity Kathy Wall State Farm is seeking a knowledgeable and consultative Financial Services Representative to join a well-established agency... 
    Suggested
    For contractors

    Kathylwall

    Dallas, TX
    5 days ago
  •  ...Responsive Recruiter As a Financial Services Representative State Farm Agent Team Member with Raymond Scott - State Farm Agent, we're looking for a driven, people-first professional who wants to build a meaningful career helping families protect what matters most and... 
    Base plus commission
    For contractors
    Work at office

    Raymond Scott - State Farm Agent

    Dallas, TX
    2 days ago
  •  ...Job Description Job Description Overview FINANCIAL SERVICES REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS We are looking for bilingual financial services representatives to support inbound customer service, help desk, and back-office processing... 
    Full time
    Work at office

    MCI Careers

    Dallas, TX
    8 days ago
  • $40k - $65k

     ...professional to join their winning team for the role of Financial Account Representative – State Farm Agent Team Member. We seek an energetic professional...  ...Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance... 
    For contractors
    Work at office

    Claudia Salas - State Farm Agent

    Dallas, TX
    14 hours ago
  •  ...Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through... 
    For contractors

    Claudia Salas - State Farm Agent

    Dallas, TX
    13 days ago
  •  ...Financial representative Contract type: Full-time Location: Dallas Industry: Financial Services Date published: 04-21-2026 About the role Our financial representatives at Modern Woodmen... 
    Full time
    Contract work
    Local area

    Modern Woodmen

    Dallas, TX
    14 hours ago
  •  ...Position Overview AO Globe Life is seeking a Financial Services Associate to help clients explore insurance protection options for themselves and their families. In this fully remote role, you will connect with prospective clients, complete virtual needs-based conversations... 
    Hourly pay
    For contractors
    Local area
    Remote work

    AO Globe Life

    Garland, TX
    1 day ago
  • $97k - $192k

     ...The Smith Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This...  ...communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Smith Region - Modern Woodmen of America

    Dallas, TX
    3 days ago
  •  ...Job Title: Financial Representative (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available Compensation:...  ...designed as a launchpad into a long-term career in financial services. With consistent effort and development, you can advance... 
    Immediate start
    Remote work
    Flexible hours

    Spectrum Financial Group

    Dallas, TX
    14 hours ago
  • $10k

     ...Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments...  ...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Rowlett, TX
    2 days ago
  •  ...Entry-Level Financial Services Agent (Full-Time) We are hiring customer service agents to support inbound and outbound customer service projects for Financial Services clients. We are seeking qualified professionals who will work to ensure our organization is providing... 
    Full time
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area

    z_Advertised on Recruitics

    Dallas, TX
    14 hours ago
  •  ...have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in...  ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Rowlett, TX
    3 days ago
  • $97k - $192k

     ...advancement Training & development Vision insurance The Role of Financial Representative As a Financial Representative at Modern Woodmen, you play a...  ...Exclusive training/development with experienced financial services professionals supporting you. An environment and culture... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Smith Region - Modern Woodmen of America

    Dallas, TX
    5 days ago
  • Attain Finance in Plano, TX is seeking a Financial Service Representative to deliver outstanding customer service, guide borrowers through loan processes, and grow our lending business from a dynamic office in Plano. This full‑time role offers a competitive hourly wage... 
    Hourly pay
    Full time
    Work at office

    Attain Finance

    Plano, TX
    1 day ago
  •  ...year-old organization that thrives on Member Satisfaction and Legendary Service. Responsibilities: Making daily warm sales calls from our large membership database Identifying the financial needs of our members and translating the importance and benefits of... 
    Hourly pay
    Weekly pay
    Full time
    For contractors
    Local area
    Remote work
    Work from home

    AIL

    Dallas, TX
    9 days ago
  • Heights Finance Corporation in Plano, TX is seeking a Financial Service Representative to deliver exceptional customer service, guide clients through loan processes, and build lasting relationships at our 1700 Alma Dr. location. This full-time role offers a direct path... 
    Full time

    Heights Finance Corporation

    Plano, TX
    1 day ago
  •  ...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. We are a very busy office and are looking for our next great team member. We are a growing agency with big dreams... 
    For contractors
    Work at office

    Hunter Bentley - State Farm Agent

    Garland, TX
    1 day ago
  •  ...complex credit opportunities end-to-end—from due diligence and financial analysis through structuring, negotiation, and final decision—...  ...master's degree is preferredChase is a leading financial services firm, helping nearly half of America’s households and small businesses... 

    JP Morgan Chase

    Plano, TX
    1 day ago
  •  ...two years of experience in determining financial eligibility for government funding, program...  ...preferred. Certified Revenue Cycle Representative (CRCR) preferred. Skills or Special...  ...that impact Patient Financial Services. Develops effective internal controls designed... 
    Relief
    Work at office

    Parkland Health and Hospital System

    Dallas, TX
    3 days ago
  •  ...Enhance processes and contribute to organizational success.Job DescriptionOverviewSupport fund accounting operations for a dynamic financial services firm specializing in investment management and compliance.Collaborate with cross-functional teams to ensure accurate... 
    Remote work

    Green Key Resources

    Dallas, TX
    2 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...  ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life... 
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Rotating shift
    Day shift

    Bank of America

    Plano, TX
    4 days ago
  •  ...innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We...  ...the work of the department by providing strategies and services in a manner that increases the perceived value of GuideStone as... 
    Full time
    Work experience placement
    Flexible hours

    GuideStone Financial Resources

    Dallas, TX
    1 day ago
  • $69.8k - $132k

     ...are the leading provider of professional services to the middle market globally, our...  ...resort, hotel and hospitality accounting and financial operations business issues?Are you looking...  ...interns and associates) for this role represents numerous factors considered in the hiring... 
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM International

    Dallas, TX
    4 days ago
  • $85k - $115k

    We are seeking someone to join our team as a Global Financial Crimes (GFC) : KYC Controls Monitoring and Screening Professional.In the...  ...1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and... 
    Temporary work
    Work experience placement

    Morgan Stanley

    Dallas, TX
    2 days ago
  •  ...growth.Essential duties include the following:Develops customer financial profiles to determine suitability of investment products based...  ...and existing on the purchase or sale of securities, financial services, insurance and investment plans, based on specific customer... 
    Full time
    Local area

    Southwest Business Corporation

    Dallas, TX
    14 hours ago
  •  ...teams and leaders on Kanban practices. This includes classes of service, workflow policies, and flow efficiency, as well as supporting...  ...problem-solving, and change management skillsChase is a leading financial services firm, helping nearly half of America’s households and... 

    JP Morgan Chase

    Plano, TX
    3 days ago

Do you want to receive more vacancies?

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