Remote Financial Solutions Associate
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 fully remote, independent contractor role, you will connect with prospective clients, conduct virtual needs assessments, and explain life, accident, and supplemental health insurance options. Company-provided warm leads, training, resources, coaching, licensing guidance, and mentorship are provided to support client relationships and professional development. Compensation is commission-based and performance-driven, not hourly or salaried. Candidates must obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities and are responsible for applicable pre-licensing coursework, examinations, and state licensing costs. No prior insurance experience is required. Specific licensing requirements, fees, compensation, and contractor terms may vary by state and are reviewed during hiring and onboarding.
Requirements
- Strong written, verbal, and listening skills.
- A client-centered approach and professional communication style.
- Ability to build rapport and trust with clients.
- Strong organization and attention to detail.
- Comfort using technology and virtual communication platforms.
- Ability to work independently and as part of a team.
- At least 18 years of age and legally eligible to work in the United States.
- Provide a computer or 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.
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
- 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.
- Licensing guidance and ongoing professional development.
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What This Job Offers
Education Level
No Education Listed
