Remote Client Services Associate

AIL•Rochester, NY
•$90,000 - $119,981•Remote

About The Position

AO Globe Life is seeking a Financial Services Associate to help clients explore insurance protection options for themselves and their families. This fully remote, independent contractor role involves connecting with prospective clients, conducting virtual needs-based conversations, and explaining life, supplemental health, and accident insurance coverage. The company provides warm leads, tools, training, mentorship, licensing guidance, and ongoing professional development. Compensation is commission-based and performance-driven, not hourly or salaried. Specific licensing requirements, fees, compensation, and contractor terms may vary by state and are reviewed during hiring and onboarding. No prior insurance experience is required. The opportunity is intended for self-motivated, coachable people who are comfortable working independently and interested in professional growth and advancement.

Requirements

  • Strong written, verbal, and listening skills.
  • Professional and client-centered 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 personal 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.

Nice To Haves

  • No prior insurance experience is required.
  • Self-motivation, coachability, comfort working independently, and interest in a performance-based career with opportunities for professional growth and advancement.

Responsibilities

  • Contact prospective clients using company-provided warm leads.
  • Schedule and conduct virtual consultations.
  • Identify client needs through professional conversations.
  • Explain available insurance products and benefits.
  • Help clients understand coverage and next steps.
  • Provide timely follow-up and responsive support.
  • Maintain accurate client information and records.
  • Participate in coaching, training, and team development.
  • Complete required training and participate in virtual meetings.
  • Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities.

Benefits

  • 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 serving members and families
  • Warm leads provided
  • Licensing guidance and ongoing professional development
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