Virtual Financial Services Associate
AIL•Cleveland, OH
•$90,000 - $119,981•Remote
About The Position
AO Globe Life is seeking a Virtual Financial Services Associate to support clients as they explore insurance products designed to help protect their financial well-being. You will work remotely with individuals and families, conduct needs-based conversations, and explain available coverage options. This role is ideal for candidates who are driven, professional, and interested in building a career through strong communication, client service, and ongoing personal development.
Requirements
- Excellent written, verbal, and listening skills
- Strong people skills and client-focused mindset
- Detail-oriented and organized
- Comfortable using virtual meeting platforms and computer systems
- Proactive and solution-focused
- Able to work effectively on an independent basis and within a team
Responsibilities
- Work with prospective clients from company-provided warm leads
- Schedule and complete virtual appointments
- Conduct customer-focused needs reviews
- Explain life, accident, and supplemental health insurance options
- Assist clients with understanding product benefits
- Provide clear communication and timely follow-up
- Maintain accurate client records
- Participate in ongoing coaching, training, and leadership development
Benefits
- Fully remote work environment
- Warm leads provided
- Weekly pay structure
- Unlimited earning potential
- Medical premium reimbursement
- Online training and resources
- Daily coaching and professional mentorship
- Performance incentive programs
- No overhead expenses
- OPEIU Local 277 union representation
- Opportunity with a stable organization serving members for 70 years
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
