Financial Protection Advocate

Globe Life AIL - Lisa RusselGulfport, MS
Remote

About The Position

As a Financial Protection Advocate, you'll educate clients on financial protection solutions, provide compassionate guidance, and help families make informed decisions that support their long-term security. Every conversation has the potential to make a meaningful difference. Whether you're beginning your career or seeking a fresh opportunity with purpose, we'll provide the training, mentorship, and support to help you succeed.

Requirements

  • A genuine passion for helping people
  • Strong communication and interpersonal skills
  • Positive attitude with a service-first mindset
  • Self-motivation and personal accountability
  • Ability to work independently while collaborating with a virtual team
  • Strong organizational and time-management skills
  • Commitment to integrity and ethical business practices
  • Coachability and eagerness to learn

Nice To Haves

  • Experience in customer service, education, healthcare, hospitality, banking, nonprofit work, financial services, or sales is helpful—but not required. We provide comprehensive training for motivated individuals who are ready to build a meaningful career.

Responsibilities

  • Conduct virtual client consultations through Zoom and phone appointments
  • Understand each client's unique goals and financial priorities
  • Present personalized financial protection and supplemental benefit solutions
  • Guide clients through the enrollment process with professionalism and care
  • Maintain accurate digital records and appointment schedules
  • Provide ongoing support and relationship management
  • Participate in continuous training, mentorship, and professional development
  • Collaborate with a supportive remote team dedicated to client success

Benefits

  • Company-supported life insurance
  • Medical reimbursement program
  • Leadership development opportunities
  • Union-supported representation
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