Remote Financial Protection Consultant

AIL • San Diego, CA

7d • Remote

About The Position

AO Globe Life is a mission-driven organization committed to serving veterans, labor union members, and credit union members by providing dependable supplemental benefit solutions. Our focus is simple: help families protect their financial futures while creating meaningful, long-term careers for our team. This fully remote opportunity is designed for professionals who want flexibility, autonomy, and the ability to make a measurable impact in a structured, growth-oriented environment.

Requirements

• Authorized to work in the United States
• Reliable internet connection
• Windows-based laptop or desktop computer with webcam
• Must be physically located within the United States
• Eligible to obtain a Life Insurance License (licensing support provided)

Nice To Haves

• Strong communicators who build trust and rapport
• Self-motivated professionals comfortable working independently
• Organized individuals who can manage multiple priorities effectively
• Candidates confident using Zoom and digital platforms
• Goal-oriented individuals with a strong work ethic
• Customer service or client-facing experience is helpful but not required

Responsibilities

• Conduct scheduled virtual consultations with individuals and families
• Assess client needs and provide personalized benefit recommendations
• Explain available coverage options clearly and professionally
• Guide clients through the enrollment process with accuracy and care
• Maintain accurate digital documentation and ensure compliance standards
• Provide ongoing client support, including updates and service requests
• Build long-term relationships through consistent communication and follow-up
• Participate in training, mentorship, and team development sessions

Benefits

• 100% remote work environment from anywhere in the United States
• Flexible scheduling that supports work-life balance
• Pre-qualified client consultations provided — no cold outreach required
• Comprehensive training and licensing support
• Weekly direct deposit
• Monthly and quarterly performance bonuses
• Health insurance premium reimbursement
• Union representation through OPEIU Local 277
• Leadership development and advancement opportunities
• A collaborative, service-driven team culture

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed