Financial Wellness Representative

AIL•Seattle, WA

2d•$90,000 - $119,981•Remote

About The Position

AO Globe Life is seeking a Client Benefits Representative to help clients explore insurance coverage options for themselves and their families. This is a 100% remote, independent contractor opportunity with American Income Life / Globe Life. The role involves connecting with prospective clients through warm company-provided leads, conducting virtual needs assessments, and educating clients about life, accident, and supplemental health insurance. Compensation is commission-based and performance-driven, not hourly or salaried. Training, mentorship, licensing guidance, and ongoing professional development are provided. Candidates must obtain the appropriate state Life & Health Insurance License before performing licensed insurance activities and are responsible for applicable pre-licensing coursework, examinations, and state licensing requirements at their own expense. Candidates provide their own computer or laptop, webcam, reliable high-speed internet, and professional remote workspace.

Requirements

Strong communication and active-listening skills.
Professional, helpful, and client-first attitude.
Reliable follow-up and attention to detail.
Comfort using virtual tools and computer systems.
Self-motivated and goal-oriented.
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 applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense.
Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities.

Nice To Haves

Prior insurance experience is not required.
Interest in a performance-based career with opportunities for professional growth and advancement.

Responsibilities

Connect with prospective clients using warm company-provided leads.
Schedule and conduct virtual appointments.
Identify customer needs through professional conversations.
Explain insurance benefits and available coverage options.
Help clients make informed decisions.
Follow up with clients to provide a high-quality experience.
Keep accurate records and organize client communication.
Participate in training, coaching, and team meetings.
Complete required training and virtual meetings.
Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities.