Financial Services Associate

AILMilwaukee, WI
Remote

About The Position

AO Globe Life is hiring a Financial Protection Associate to work remotely with individuals and families exploring insurance options. You will help clients learn about life, supplemental health, and accident coverage while providing a supportive and professional experience. This position is well suited for motivated professionals who enjoy communication, client interaction, and career development in a performance-based environment.

Requirements

  • Excellent verbal, written, and listening skills
  • Strong relationship-building ability
  • Detail-oriented and dependable
  • Comfortable using computer systems
  • Positive and self-directed work style
  • Ability to work independently and as part of a remote team

Responsibilities

  • Speak with prospective clients from company-provided warm leads
  • Schedule and conduct virtual appointments
  • Review client needs, priorities, and coverage concerns
  • Explain life, accident, and supplemental health insurance options
  • Recommend appropriate products and services
  • Follow up with clients in a timely manner
  • Maintain organized client records
  • Participate in ongoing training and mentorship

Benefits

  • 100% remote role
  • Warm leads provided
  • Weekly pay
  • Unlimited earning potential
  • Medical insurance premium reimbursement
  • Online training and continued professional development
  • Daily coaching and mentorship
  • Performance incentive opportunities
  • No overhead expenses
  • OPEIU Local 277 union representation
  • Career growth with a stable organization serving clients and members for 70 years
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