Financial Protection Specialist

AIL • San Francisco, CA

1d • $90,000 - $119,981 • Remote

About The Position

AO Globe Life is seeking a Financial Protection Specialist to help clients explore insurance solutions that may support their families during unexpected events. In this remote role, you will connect with prospective clients, complete virtual needs assessments, and explain life, accident, and supplemental health insurance options. You will receive the training, resources, coaching, and client leads needed to focus on building trusted relationships and growing your professional skills.

Requirements

• Strong written, verbal, and listening skills
• Client-centered approach and professional communication style
• Ability to build rapport and trust with clients
• Strong organization and attention to detail
• Comfortable using technology and virtual communication platforms
• Ability to work independently and as part of a team

Responsibilities

• Contact prospective clients using company-provided warm leads
• Schedule and conduct virtual consultations
• Review client needs through a needs-based process
• Explain available life, supplemental health, and accident insurance options
• Help clients understand product benefits and next steps
• Follow up with clients in a professional and timely manner
• Maintain accurate client information and communication records
• Participate in ongoing development and coaching sessions

Benefits

• Fully remote opportunity
• Warm leads provided
• Weekly compensation
• Unlimited earning potential
• Medical insurance premium reimbursement
• Industry-leading online training
• Daily coaching and mentorship
• Performance-based incentive programs
• No overhead costs
• OPEIU Local 277 union representation
• Stable career opportunity with a 70-year history of member service

What This Job Offers

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